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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 | $76,669 | $117,846-34.9% | $102,434-25.2% | $145,884-47.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 6.89% | 31.90%-25.0pp | 29.46%-22.6pp | 551.85%-545.0pp |
| Employer contribution / active EE | $9,477 | $3,615+162.2% | $3,023+213.5% | $4,662+103.3% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $43,487 | $13,356+225.6% | $9,462+359.6% | $13,392+224.7% |