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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 | $143,370 | $104,479+37.2% | $159,474-10.1% | $79,391+80.6% |
| Participation rate | 69.2% | 76.6%-7.4pp | 82.8%-13.6pp | 70.7%-1.5pp |
| Annual return | 12.41% | 67.98%-55.6pp | 263.68%-251.3pp | 116.88%-104.5pp |
| Employer contribution / active EE | $1,433 | $3,417-58.1% | $4,831-70.3% | $2,428-41.0% |
| Participant deferral / active EE | $1,041 | $6,468-83.9% | $7,353-85.8% | $4,046-74.3% |
| Admin fee / account holder | $8,600 | $711+1109.1% | $10,802-20.4% | $627+1272.7% |