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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 | $149,180 | $79,223+88.3% | $102,460+45.6% | $74,478+100.3% |
| Participation rate | 18.0% | 74.8%-56.8pp | 76.5%-58.5pp | 67.2%-49.2pp |
| Annual return | 8.43% | 54.98%-46.5pp | 29.47%-21.0pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $828 | $2,363-65.0% | $3,025-72.6% | $2,626-68.5% |
| Participant deferral / active EE | $1,881 | $4,417-57.4% | $5,056-62.8% | $4,350-56.8% |
| Admin fee / account holder | $11,146 | $2,003+456.4% | $9,460+17.8% | $1,946+472.8% |