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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 | $50,635 | $93,589-45.9% | $135,942-62.8% | $75,181-32.6% |
| Participation rate | 67.6% | 75.2%-7.6pp | 81.9%-14.3pp | 67.2%+0.4pp |
| Annual return | 13.37% | 30.90%-17.5pp | 68.28%-54.9pp | 160.69%-147.3pp |
| Employer contribution / active EE | $5,927 | $3,537+67.5% | $4,858+22.0% | $2,671+121.9% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,500 | $6,977-21.2% | $10,764-48.9% | $5,650-2.6% |