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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% | $155,574-42.8% | $145,877-39.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 2.58% | 61.37%-58.8pp | 64.87%-62.3pp | 551.28%-548.7pp |
| Employer contribution / active EE | $3,500 | $5,317-34.2% | $4,676-25.1% | $4,663-24.9% |
| Participant deferral / active EE | $700 | $6,466-89.2% | $5,629-87.6% | $6,691-89.5% |
| Admin fee / account holder | $27,366 | $19,316+41.7% | $15,914+72.0% | $13,402+104.2% |