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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 | $95,271 | $86,949+9.6% | $102,460-7.0% | $80,959+17.7% |
| Participation rate | 61.3% | 72.4%-11.1pp | 76.5%-15.2pp | 67.7%-6.4pp |
| Annual return | 7.84% | 18.89%-11.1pp | 29.47%-21.6pp | 35.67%-27.8pp |
| Employer contribution / active EE | $901 | $2,370-62.0% | $3,025-70.2% | $2,757-67.3% |
| Participant deferral / active EE | $1,596 | $4,121-61.3% | $5,056-68.4% | $4,300-62.9% |
| Admin fee / account holder | $53,025 | $8,048+558.9% | $9,460+460.5% | $6,925+665.7% |