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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 | $76,598 | $72,177+6.1% | $115,038-33.4% | $59,633+28.4% |
| Participation rate | 59.8% | 72.6%-12.8pp | 81.4%-21.6pp | 68.7%-8.9pp |
| Annual return | -4.19% | 12.02%-16.2pp | 26.14%-30.3pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $8,807 | $2,841+210.0% | $4,608+91.1% | $2,203+299.8% |
| Participant deferral / active EE | $433 | $4,783-90.9% | $6,026-92.8% | $3,192-86.4% |
| Admin fee / account holder | $4,762 | $4,927-3.4% | $8,175-41.8% | $4,297+10.8% |