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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 | $55,065 | $65,566-16.0% | $86,235-36.1% | $75,177-26.8% |
| Participation rate | 67.6% | 60.5%+7.2pp | 69.0%-1.3pp | 67.2%+0.4pp |
| Annual return | 9.12% | 46.07%-37.0pp | 1170.03%-1160.9pp | 160.75%-151.6pp |
| Employer contribution / active EE | $2,193 | $1,553+41.2% | $2,381-7.9% | $2,671-17.9% |
| Participant deferral / active EE | $673 | $3,023-77.7% | $3,987-83.1% | $4,126-83.7% |
| Admin fee / account holder | $2,012 | $5,470-63.2% | $6,856-70.6% | $5,651-64.4% |