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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 | $79,663 | $77,472+2.8% | $100,415-20.7% | $80,959-1.6% |
| Participation rate | 51.4% | 76.9%-25.5pp | 81.5%-30.1pp | 67.7%-16.2pp |
| Annual return | 11.81% | 37.26%-25.4pp | 49.47%-37.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $2,113 | $2,800-24.6% | $3,943-46.4% | $2,757-23.4% |
| Participant deferral / active EE | $1,604 | $6,818-76.5% | $8,091-80.2% | $4,300-62.7% |
| Admin fee / account holder | $2,202 | $5,885-62.6% | $7,906-72.1% | $6,925-68.2% |