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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 | $207,977 | $78,423+165.2% | $95,964+116.7% | $79,856+160.4% |
| Participation rate | 12.9% | 73.5%-60.6pp | 77.1%-64.2pp | 69.6%-56.7pp |
| Annual return | 8.68% | 19.37%-10.7pp | 91.64%-83.0pp | 31.71%-23.0pp |
| Employer contribution / active EE | $944 | $1,945-51.5% | $2,541-62.9% | $2,471-61.8% |
| Participant deferral / active EE | $1,056 | $3,440-69.3% | $4,167-74.6% | $3,741-71.8% |
| Admin fee / account holder | $58,496 | $5,622+940.5% | $6,797+760.6% | $5,306+1002.4% |