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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 | $101,591+1.9% | $147,096-29.6% | $74,429+39.1% |
| Participation rate | 56.4% | 75.5%-19.1pp | 82.2%-25.8pp | 67.2%-10.8pp |
| Annual return | 11.93% | 8746.45%-8734.5pp | 419.75%-407.8pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $4,681 | $3,813+22.8% | $4,936-5.2% | $2,625+78.3% |
| Participant deferral / active EE | $1,262 | $7,302-82.7% | $8,071-84.4% | $4,348-71.0% |
| Admin fee / account holder | $4,208 | $1,750+140.5% | $13,005-67.6% | $1,944+116.4% |