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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 | $149,940 | $65,434+129.1% | $98,483+52.2% | $85,847+74.7% |
| Participation rate | 25.0% | 65.0%-40.0pp | 73.3%-48.3pp | 69.3%-44.3pp |
| Annual return | 11.40% | 21.75%-10.4pp | 1494.38%-1483.0pp | 318.61%-307.2pp |
| Employer contribution / active EE | $298 | $2,169-86.3% | $2,961-89.9% | $2,565-88.4% |
| Participant deferral / active EE | $677 | $3,168-78.6% | $4,276-84.2% | $3,952-82.9% |
| Admin fee / account holder | $704 | $4,595-84.7% | $5,953-88.2% | $6,261-88.8% |