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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 | $95,727 | $69,444+37.8% | $92,985+2.9% | $87,485+9.4% |
| Participation rate | 54.8% | 63.3%-8.4pp | 69.5%-14.7pp | 68.9%-14.1pp |
| Annual return | 10.42% | 23.85%-13.4pp | 27.99%-17.6pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,613 | $1,917-15.9% | $2,662-39.4% | $2,596-37.9% |
| Participant deferral / active EE | $886 | $3,364-73.7% | $4,377-79.8% | $4,274-79.3% |
| Admin fee / account holder | $1,156 | $6,137-81.2% | $9,463-87.8% | $7,775-85.1% |