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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 | $177,685 | $183,516-3.2% | $155,534+14.2% | $145,884+21.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 6.67% | 61.43%-54.8pp | 64.92%-58.2pp | 551.85%-545.2pp |
| Employer contribution / active EE | $16,667 | $5,315+213.6% | $4,675+256.5% | $4,662+257.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $752,374 | $19,293+3799.7% | $15,900+4632.0% | $13,392+5518.2% |