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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 | $218,051 | $51,708+321.7% | $106,619+104.5% | $62,881+246.8% |
| Participation rate | 50.0% | 66.9%-16.9pp | 78.0%-28.0pp | 69.3%-19.3pp |
| Annual return | -2.19% | 4.69%-6.9pp | 9.42%-11.6pp | 20.14%-22.3pp |
| Employer contribution / active EE | $477 | $1,764-73.0% | $3,947-87.9% | $2,281-79.1% |
| Participant deferral / active EE | $582 | $2,315-74.8% | $3,930-85.2% | $3,203-81.8% |
| Admin fee / account holder | $14,514 | $3,349+333.4% | $6,418+126.1% | $4,296+237.9% |