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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 | $91,054 | $77,416+17.6% | $69,464+31.1% | $152,897-40.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 4.88% | 39.08%-34.2pp | 28.98%-24.1pp | 345.43%-340.6pp |
| Employer contribution / active EE | $5,106 | $3,315+54.1% | $2,779+83.7% | $4,764+7.2% |
| Participant deferral / active EE | $660 | $4,413-85.0% | $3,536-81.3% | $5,851-88.7% |
| Admin fee / account holder | $2,653 | $6,208-57.3% | $3,840-30.9% | $11,599-77.1% |