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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 | $121,902 | $124,346-2.0% | $111,306+9.5% | $167,553-27.2% |
| Participation rate | 58.3% | 79.6%-21.3pp | 77.3%-19.0pp | 82.1%-23.8pp |
| Annual return | 7.59% | 37.46%-29.9pp | 54.67%-47.1pp | 478.89%-471.3pp |
| Employer contribution / active EE | $6,123 | $3,438+78.1% | $2,732+124.1% | $4,840+26.5% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,270 | $10,623-59.8% | $7,966-46.4% | $12,316-65.3% |