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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 | $115,185 | $90,538+27.2% | $88,457+30.2% | $154,746-25.6% |
| Participation rate | 9.1% | 80.9%-71.8pp | 78.6%-69.5pp | 80.7%-71.6pp |
| Annual return | 7.53% | 37.97%-30.4pp | 32.69%-25.2pp | 172.34%-164.8pp |
| Employer contribution / active EE | $0 | $4,914-100.0% | $4,681-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $154 | $6,073-97.5% | $5,667-97.3% | $6,730-97.7% |
| Admin fee / account holder | $108,093 | $10,337+945.7% | $9,606+1025.3% | $14,365+652.5% |