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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 | $95,928 | $89,367+7.3% | $141,191-32.1% | $72,975+31.5% |
| Participation rate | 69.0% | 75.1%-6.1pp | 82.5%-13.4pp | 69.5%-0.4pp |
| Annual return | 14.69% | 111.87%-97.2pp | 71.41%-56.7pp | 81.01%-66.3pp |
| Employer contribution / active EE | $1,464 | $3,115-53.0% | $4,736-69.1% | $2,440-40.0% |
| Participant deferral / active EE | $637 | $5,419-88.2% | $6,710-90.5% | $3,608-82.3% |
| Admin fee / account holder | $74,809 | $5,957+1155.9% | $10,264+628.8% | $5,124+1360.0% |