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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 | $91,953 | $137,414-33.1% | $189,545-51.5% | $85,851+7.1% |
| Participation rate | 68.9% | 84.6%-15.7pp | 87.8%-18.9pp | 69.3%-0.4pp |
| Annual return | 10.88% | 38.14%-27.3pp | 555.36%-544.5pp | 318.63%-307.8pp |
| Employer contribution / active EE | $11,565 | $4,344+166.2% | $6,162+87.7% | $2,565+350.8% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $76,008 | $8,630+780.8% | $12,049+530.8% | $6,261+1114.0% |