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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 | $109,073 | $110,410-1.2% | $102,437+6.5% | $145,897-25.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 7.99% | 24.85%-16.9pp | 24.95%-17.0pp | 552.29%-544.3pp |
| Employer contribution / active EE | $9,777 | $4,217+131.8% | $3,871+152.6% | $4,663+109.7% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $835 | $9,745-91.4% | $8,388-90.0% | $13,390-93.8% |