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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 | $88,993 | $183,592-51.5% | $155,567-42.8% | $145,959-39.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 2.58% | 61.24%-58.7pp | 64.74%-62.2pp | 561.95%-559.4pp |
| Employer contribution / active EE | $3,500 | $5,315-34.1% | $4,674-25.1% | $4,661-24.9% |
| Participant deferral / active EE | $700 | $6,464-89.2% | $5,628-87.6% | $6,689-89.5% |
| Admin fee / account holder | $27,366 | $19,318+41.7% | $15,916+71.9% | $13,398+104.3% |