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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 | $92,138 | $89,364+3.1% | $141,177-34.7% | $72,983+26.2% |
| Participation rate | 62.5% | 75.1%-12.6pp | 82.5%-20.0pp | 69.5%-7.0pp |
| Annual return | 5.46% | 111.86%-106.4pp | 71.40%-65.9pp | 81.01%-75.5pp |
| Employer contribution / active EE | $5,744 | $3,115+84.4% | $4,736+21.3% | $2,440+135.4% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,648 | $5,959+45.1% | $10,263-15.7% | $5,124+68.8% |