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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 | $172,472 | $185,856-7.2% | $170,028+1.4% | $139,456+23.7% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 5.13% | 60.52%-55.4pp | 53.39%-48.3pp | 373.45%-368.3pp |
| Employer contribution / active EE | $5,501 | $7,593-27.6% | $6,788-19.0% | $4,753+15.7% |
| Participant deferral / active EE | $400 | $11,623-96.6% | $10,409-96.2% | $6,711-94.0% |
| Admin fee / account holder | $191,733 | $15,387+1146.1% | $12,820+1395.5% | $11,407+1580.8% |