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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 | $84,479 | $81,504+3.7% | $102,437-17.5% | $80,959+4.3% |
| Participation rate | 34.3% | 66.9%-32.6pp | 74.5%-40.2pp | 67.7%-33.4pp |
| Annual return | 10.26% | 25.60%-15.3pp | 24.95%-14.7pp | 35.67%-25.4pp |
| Employer contribution / active EE | $975 | $3,104-68.6% | $3,871-74.8% | $2,757-64.6% |
| Participant deferral / active EE | $1,156 | $3,871-70.1% | $5,060-77.1% | $4,300-73.1% |
| Admin fee / account holder | $4,665 | $6,719-30.6% | $8,388-44.4% | $6,925-32.6% |