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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 | $158,364 | $106,923+48.1% | $84,023+88.5% | $152,909+3.6% |
| Participation rate | 66.7% | 75.3%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 5.56% | 105.02%-99.5pp | 71.32%-65.8pp | 345.46%-339.9pp |
| Employer contribution / active EE | $888 | $2,735-67.5% | $1,984-55.2% | $4,764-81.4% |
| Participant deferral / active EE | $951 | $4,013-76.3% | $3,239-70.6% | $5,851-83.7% |
| Admin fee / account holder | $11,114 | $8,289+34.1% | $6,102+82.1% | $11,601-4.2% |