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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 | $103,527 | $101,672+1.8% | $147,117-29.6% | $74,478+39.0% |
| Participation rate | 56.4% | 75.5%-19.2pp | 82.2%-25.8pp | 67.2%-10.8pp |
| Annual return | 11.93% | 8757.83%-8745.9pp | 420.54%-408.6pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $4,681 | $3,813+22.8% | $4,932-5.1% | $2,626+78.2% |
| Participant deferral / active EE | $1,262 | $7,305-82.7% | $8,065-84.4% | $4,350-71.0% |
| Admin fee / account holder | $4,208 | $1,753+140.0% | $12,993-67.6% | $1,946+116.3% |