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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 | $155,120 | $60,442+156.6% | $96,754+60.3% | $87,485+77.3% |
| Participation rate | 11.4% | 58.7%-47.3pp | 70.3%-58.9pp | 68.9%-57.6pp |
| Annual return | 11.91% | 21.97%-10.1pp | 82.04%-70.1pp | 26.06%-14.1pp |
| Employer contribution / active EE | $296 | $1,691-82.5% | $2,679-89.0% | $2,596-88.6% |
| Participant deferral / active EE | $516 | $3,280-84.3% | $4,758-89.1% | $4,274-87.9% |
| Admin fee / account holder | $36,967 | $5,069+629.2% | $8,905+315.1% | $7,775+375.5% |