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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 | $93,583 | $54,674+71.2% | $76,089+23.0% | $74,429+25.7% |
| Participation rate | 38.7% | 60.3%-21.6pp | 69.1%-30.4pp | 67.2%-28.5pp |
| Annual return | 9.85% | 31.89%-22.0pp | 360.94%-351.1pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $5,914 | $1,781+232.1% | $2,690+119.9% | $2,625+125.3% |
| Participant deferral / active EE | $894 | $3,071-70.9% | $4,259-79.0% | $4,348-79.4% |
| Admin fee / account holder | $1,206 | $2,238-46.1% | $6,418-81.2% | $1,944-38.0% |