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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 | $182,859 | $110,410+65.6% | $102,437+78.5% | $145,897+25.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 6.54% | 24.85%-18.3pp | 24.95%-18.4pp | 552.29%-545.7pp |
| Employer contribution / active EE | $10,730 | $4,217+154.4% | $3,871+177.2% | $4,663+130.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,182 | $9,745-36.6% | $8,388-26.3% | $13,390-53.8% |