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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 | $102,422+124.7% | $147,117+56.5% | $80,959+184.3% |
| Participation rate | 65.5% | 75.9%-10.4pp | 82.2%-16.7pp | 67.7%-2.2pp |
| Annual return | 6.06% | 135.16%-129.1pp | 420.54%-414.5pp | 35.67%-29.6pp |
| Employer contribution / active EE | $1,229 | $3,717-66.9% | $4,932-75.1% | $2,757-55.4% |
| Participant deferral / active EE | $1,953 | $6,652-70.6% | $8,065-75.8% | $4,300-54.6% |
| Admin fee / account holder | $21,333 | $7,953+168.2% | $12,993+64.2% | $6,925+208.0% |