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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 | $84,044 | $75,183+11.8% | $123,894-32.2% | $55,167+52.3% |
| Participation rate | 59.5% | 72.8%-13.3pp | 81.4%-21.9pp | 69.0%-9.4pp |
| Annual return | 5.66% | 19.01%-13.4pp | 47.52%-41.9pp | 169.23%-163.6pp |
| Employer contribution / active EE | $6,218 | $2,823+120.2% | $4,617+34.7% | $1,963+216.8% |
| Participant deferral / active EE | $742 | $5,084-85.4% | $5,984-87.6% | $3,054-75.7% |
| Admin fee / account holder | $5,356 | $663+708.3% | $8,357-35.9% | $504+962.8% |