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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 | $172,751 | $150,412+14.9% | $120,574+43.3% | $145,884+18.4% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 5.80% | 154.50%-148.7pp | 107.42%-101.6pp | 551.85%-546.0pp |
| Employer contribution / active EE | $11,862 | $4,355+172.4% | $3,471+241.8% | $4,662+154.4% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,200 | $12,224-41.1% | $9,445-23.8% | $13,392-46.2% |