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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 | $66,664 | $117,895-43.5% | $102,460-34.9% | $145,897-54.3% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 8.20% | 31.92%-23.7pp | 29.47%-21.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $4,240 | $3,619+17.2% | $3,025+40.2% | $4,663-9.1% |
| Participant deferral / active EE | $1,641 | $5,736-71.4% | $5,056-67.5% | $6,689-75.5% |
| Admin fee / account holder | $356 | $13,353-97.3% | $9,460-96.2% | $13,390-97.3% |