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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 | $230,189 | $102,382+124.8% | $147,005+56.6% | $80,874+184.6% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.2%-16.6pp | 67.6%-2.1pp |
| Annual return | 6.06% | 134.89%-128.8pp | 418.76%-412.7pp | 35.62%-29.6pp |
| Employer contribution / active EE | $1,229 | $3,715-66.9% | $4,934-75.1% | $2,756-55.4% |
| Participant deferral / active EE | $1,953 | $6,646-70.6% | $8,070-75.8% | $4,297-54.6% |
| Admin fee / account holder | $21,333 | $7,942+168.6% | $13,006+64.0% | $6,935+207.6% |