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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 | $107,254 | $93,617+14.6% | $135,982-21.1% | $75,177+42.7% |
| Participation rate | 67.9% | 75.2%-7.3pp | 81.9%-14.0pp | 67.2%+0.7pp |
| Annual return | 13.56% | 30.89%-17.3pp | 68.32%-54.8pp | 160.75%-147.2pp |
| Employer contribution / active EE | $3,220 | $3,538-9.0% | $4,859-33.7% | $2,671+20.6% |
| Participant deferral / active EE | $2,212 | $6,406-65.5% | $7,760-71.5% | $4,126-46.4% |
| Admin fee / account holder | $643 | $6,980-90.8% | $10,767-94.0% | $5,651-88.6% |