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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 | $145,935 | $124,314+17.4% | $109,163+33.7% | $167,518-12.9% |
| Participation rate | 55.0% | 79.4%-24.4pp | 75.9%-20.9pp | 82.1%-27.1pp |
| Annual return | 7.29% | 26.04%-18.8pp | 25.75%-18.5pp | 478.71%-471.4pp |
| Employer contribution / active EE | $8,350 | $4,209+98.4% | $3,723+124.3% | $4,838+72.6% |
| Participant deferral / active EE | $199 | $5,256-96.2% | $4,654-95.7% | $6,342-96.9% |
| Admin fee / account holder | $54,071 | $7,973+578.2% | $6,754+700.6% | $12,312+339.2% |