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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 | $91,664 | $68,097+34.6% | $62,929+45.7% | $137,256-33.2% |
| Participation rate | 68.8% | 77.4%-8.7pp | 73.1%-4.4pp | 80.0%-11.2pp |
| Annual return | 10.37% | 1859.11%-1848.7pp | 1063.93%-1053.6pp | 220.34%-210.0pp |
| Employer contribution / active EE | $3,157 | $2,811+12.3% | $2,505+26.0% | $4,156-24.0% |
| Participant deferral / active EE | $244 | $4,553-94.6% | $3,888-93.7% | $6,407-96.2% |
| Admin fee / account holder | $4,865 | $6,521-25.4% | $5,065-3.9% | $12,270-60.3% |