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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 | $97,155 | $80,812+20.2% | $160,784-39.6% | $82,448+17.8% |
| Participation rate | 23.5% | 66.2%-42.7pp | 77.0%-53.4pp | 68.1%-44.5pp |
| Annual return | 5.11% | 100.59%-95.5pp | 1803.92%-1798.8pp | 41.64%-36.5pp |
| Employer contribution / active EE | $469 | $2,174-78.4% | $3,733-87.4% | $2,551-81.6% |
| Participant deferral / active EE | $543 | $4,335-87.5% | $6,293-91.4% | $4,139-86.9% |
| Admin fee / account holder | $198,516 | $7,695+2479.8% | $9,717+1943.0% | $7,234+2644.1% |