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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 | $239,221 | $88,672+169.8% | $105,223+127.3% | $82,448+190.1% |
| Participation rate | 24.7% | 67.9%-43.2pp | 75.0%-50.3pp | 68.1%-43.3pp |
| Annual return | 11.73% | 30.86%-19.1pp | 180.65%-168.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $939 | $3,048-69.2% | $3,689-74.5% | $2,551-63.2% |
| Participant deferral / active EE | $1,573 | $4,036-61.0% | $5,072-69.0% | $4,139-62.0% |
| Admin fee / account holder | $25,654 | $7,146+259.0% | $8,859+189.6% | $7,234+254.6% |