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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,632 | $111,535+96.9% | $105,223+108.7% | $137,256+60.0% |
| Participation rate | 23.1% | 78.1%-55.0pp | 75.0%-52.0pp | 80.0%-56.9pp |
| Annual return | 8.51% | 237.85%-229.3pp | 180.65%-172.1pp | 220.34%-211.8pp |
| Employer contribution / active EE | $915 | $3,939-76.8% | $3,689-75.2% | $4,156-78.0% |
| Participant deferral / active EE | $915 | $5,500-83.4% | $5,072-82.0% | $6,407-85.7% |
| Admin fee / account holder | $114,436 | $9,721+1077.2% | $8,859+1191.8% | $12,270+832.6% |