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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 | $91,694 | $201,370-54.5% | $184,256-50.2% | $145,897-37.2% |
| Participation rate | 64.3% | 87.5%-23.2pp | 86.8%-22.5pp | 80.3%-16.0pp |
| Annual return | 8.73% | 29.05%-20.3pp | 28.85%-20.1pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,870 | $7,024-73.4% | $6,427-70.9% | $4,663-59.9% |
| Participant deferral / active EE | $2,315 | $9,808-76.4% | $9,133-74.7% | $6,689-65.4% |
| Admin fee / account holder | $40,050 | $16,364+144.7% | $13,899+188.1% | $13,390+199.1% |