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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 | $135,416 | $127,298+6.4% | $109,916+23.2% | $167,553-19.2% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.2%-18.7pp | 82.1%-26.6pp |
| Annual return | 3.60% | 22.97%-19.4pp | 29.46%-25.9pp | 478.89%-475.3pp |
| Employer contribution / active EE | $7,270 | $3,325+118.6% | $2,844+155.6% | $4,840+50.2% |
| Participant deferral / active EE | $766 | $4,513-83.0% | $4,047-81.1% | $6,343-87.9% |
| Admin fee / account holder | $777 | $7,119-89.1% | $6,069-87.2% | $12,316-93.7% |