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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 | $148,895 | $88,203+68.8% | $165,100-9.8% | $74,478+99.9% |
| Participation rate | 40.7% | 73.1%-32.4pp | 78.6%-37.9pp | 67.2%-26.5pp |
| Annual return | 11.27% | 17.13%-5.9pp | 70.21%-58.9pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $904 | $2,601-65.2% | $4,348-79.2% | $2,626-65.6% |
| Participant deferral / active EE | $1,949 | $4,505-56.7% | $6,035-67.7% | $4,350-55.2% |
| Admin fee / account holder | $5,529 | $2,235+147.4% | $12,696-56.4% | $1,946+184.2% |