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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 | $91,287 | $65,704+38.9% | $94,229-3.1% | $59,633+53.1% |
| Participation rate | 69.2% | 72.1%-2.9pp | 78.8%-9.5pp | 68.7%+0.6pp |
| Annual return | -4.04% | 5.22%-9.3pp | 10.68%-14.7pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $6,752 | $2,021+234.2% | $3,587+88.3% | $2,203+206.6% |
| Participant deferral / active EE | $1,169 | $3,143-62.8% | $4,320-72.9% | $3,192-63.4% |
| Admin fee / account holder | $1,400 | $4,265-67.2% | $6,269-77.7% | $4,297-67.4% |