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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 | $64,925 | $111,878-42.0% | $93,727-30.7% | $145,897-55.5% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 6.76% | 204.28%-197.5pp | 133.83%-127.1pp | 552.29%-545.5pp |
| Employer contribution / active EE | $3,777 | $3,092+22.2% | $2,421+56.0% | $4,663-19.0% |
| Participant deferral / active EE | $929 | $4,920-81.1% | $4,417-79.0% | $6,689-86.1% |
| Admin fee / account holder | $16,761 | $10,256+63.4% | $8,292+102.1% | $13,390+25.2% |