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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 | $74,883 | $75,058-0.2% | $152,301-50.8% | $64,340+16.4% |
| Participation rate | 57.8% | 60.9%-3.1pp | 82.4%-24.6pp | 55.2%+2.6pp |
| Annual return | 2.41% | 29.93%-27.5pp | 80.50%-78.1pp | 24.14%-21.7pp |
| Employer contribution / active EE | $14,334 | $2,605+450.3% | $4,624+210.0% | $1,862+670.0% |
| Participant deferral / active EE | $1,085 | $5,041-78.5% | $8,004-86.4% | $2,980-63.6% |
| Admin fee / account holder | $12,795 | $4,050+215.9% | $14,398-11.1% | $3,703+245.6% |