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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 | $239,471 | $58,234+311.2% | $81,783+192.8% | $80,874+196.1% |
| Participation rate | 15.6% | 63.4%-47.8pp | 72.4%-56.7pp | 67.6%-52.0pp |
| Annual return | 4.13% | 41.70%-37.6pp | 775.05%-770.9pp | 35.62%-31.5pp |
| Employer contribution / active EE | $330 | $2,341-85.9% | $2,913-88.7% | $2,756-88.0% |
| Participant deferral / active EE | $381 | $3,283-88.4% | $4,320-91.2% | $4,297-91.1% |
| Admin fee / account holder | $5,577 | $4,982+11.9% | $7,380-24.4% | $6,935-19.6% |