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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 | $73,504 | $103,038-28.7% | $90,324-18.6% | $152,909-51.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 5.97% | 95.25%-89.3pp | 78.15%-72.2pp | 345.46%-339.5pp |
| Employer contribution / active EE | $2,538 | $3,141-19.2% | $2,856-11.1% | $4,764-46.7% |
| Participant deferral / active EE | $567 | $4,282-86.8% | $3,885-85.4% | $5,851-90.3% |
| Admin fee / account holder | $519 | $6,177-91.6% | $5,356-90.3% | $11,601-95.5% |