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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 | $70,121+30.7% | $63,803+43.7% | $138,895-34.0% |
| Participation rate | 68.8% | 77.2%-8.5pp | 72.7%-4.0pp | 79.9%-11.2pp |
| Annual return | 10.37% | 946.48%-936.1pp | 543.72%-533.4pp | 145.39%-135.0pp |
| Employer contribution / active EE | $3,157 | $2,882+9.5% | $2,532+24.6% | $4,194-24.7% |
| Participant deferral / active EE | $244 | $4,535-94.6% | $3,843-93.7% | $6,396-96.2% |
| Admin fee / account holder | $4,865 | $6,738-27.8% | $5,196-6.4% | $12,562-61.3% |