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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 | $94,402 | $76,551+23.3% | $123,894-23.8% | $62,881+50.1% |
| Participation rate | 65.0% | 73.0%-8.0pp | 81.4%-16.4pp | 69.3%-4.3pp |
| Annual return | 4.48% | 18.68%-14.2pp | 47.52%-43.0pp | 20.14%-15.7pp |
| Employer contribution / active EE | $15,915 | $2,882+452.2% | $4,617+244.7% | $2,281+597.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,577 | $4,826-46.6% | $8,357-69.2% | $4,296-40.0% |