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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 | $201,480 | $68,412+194.5% | $94,679+112.8% | $75,181+168.0% |
| Participation rate | 29.4% | 76.1%-46.7pp | 80.8%-51.4pp | 67.2%-37.8pp |
| Annual return | 11.07% | 616.91%-605.8pp | 156.75%-145.7pp | 160.69%-149.6pp |
| Employer contribution / active EE | $579 | $2,701-78.6% | $3,673-84.2% | $2,671-78.3% |
| Participant deferral / active EE | $1,145 | $6,537-82.5% | $7,417-84.6% | $4,126-72.3% |
| Admin fee / account holder | $902 | $5,326-83.1% | $7,233-87.5% | $5,650-84.0% |