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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 | $109,218 | $95,406+14.5% | $185,849-41.2% | $85,847+27.2% |
| Participation rate | 56.0% | 68.8%-12.8pp | 81.7%-25.7pp | 69.3%-13.3pp |
| Annual return | 5.65% | 23.59%-17.9pp | 122.10%-116.5pp | 318.61%-313.0pp |
| Employer contribution / active EE | $5,520 | $3,314+66.6% | $5,169+6.8% | $2,565+115.2% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $11,137 | $7,214+54.4% | $16,244-31.4% | $6,261+77.9% |