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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 | $98,148 | $91,439+7.3% | $135,974-27.8% | $71,511+37.2% |
| Participation rate | 62.7% | 75.7%-12.9pp | 81.9%-19.2pp | 67.9%-5.2pp |
| Annual return | 8.76% | 29.90%-21.1pp | 68.30%-59.5pp | 28.86%-20.1pp |
| Employer contribution / active EE | $993 | $3,705-73.2% | $4,859-79.6% | $2,589-61.7% |
| Participant deferral / active EE | $2,450 | $7,093-65.5% | $7,760-68.4% | $4,291-42.9% |
| Admin fee / account holder | $5,384 | $1,267+325.0% | $10,767-50.0% | $1,588+238.9% |