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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 | $125,018 | $69,248+80.5% | $64,101+95.0% | $139,466-10.4% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 5.45% | 45.95%-40.5pp | 33.72%-28.3pp | 373.66%-368.2pp |
| Employer contribution / active EE | $2,810 | $3,185-11.8% | $2,749+2.2% | $4,754-40.9% |
| Participant deferral / active EE | $478 | $4,682-89.8% | $3,881-87.7% | $6,712-92.9% |
| Admin fee / account holder | $2,155 | $4,247-49.3% | $3,070-29.8% | $11,409-81.1% |