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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 | $77,460+2.8% | $100,378-20.6% | $80,925-1.6% |
| Participation rate | 51.4% | 76.9%-25.5pp | 81.5%-30.1pp | 67.7%-16.2pp |
| Annual return | 11.81% | 37.24%-25.4pp | 49.41%-37.6pp | 35.65%-23.8pp |
| Employer contribution / active EE | $2,113 | $2,801-24.6% | $3,942-46.4% | $2,756-23.3% |
| Participant deferral / active EE | $1,604 | $6,818-76.5% | $8,087-80.2% | $4,299-62.7% |
| Admin fee / account holder | $2,202 | $5,887-62.6% | $7,899-72.1% | $6,940-68.3% |