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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 | $101,499+2.0% | $147,005-29.6% | $74,546+38.9% |
| Participation rate | 56.4% | 75.5%-19.1pp | 82.2%-25.8pp | 67.2%-10.8pp |
| Annual return | 11.93% | 8732.34%-8720.4pp | 418.76%-406.8pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $4,681 | $3,811+22.8% | $4,934-5.1% | $2,624+78.4% |
| Participant deferral / active EE | $1,262 | $7,304-82.7% | $8,070-84.4% | $4,347-71.0% |
| Admin fee / account holder | $4,208 | $1,748+140.8% | $13,006-67.6% | $1,944+116.5% |