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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 | $82,026 | $81,504+0.6% | $102,437-19.9% | $80,959+1.3% |
| Participation rate | 66.1% | 66.9%-0.7pp | 74.5%-8.4pp | 67.7%-1.6pp |
| Annual return | 6.16% | 25.60%-19.4pp | 24.95%-18.8pp | 35.67%-29.5pp |
| Employer contribution / active EE | $15,643 | $3,104+404.0% | $3,871+304.1% | $2,757+467.4% |
| Participant deferral / active EE | $83 | $3,871-97.8% | $5,060-98.4% | $4,300-98.1% |
| Admin fee / account holder | $15,730 | $6,719+134.1% | $8,388+87.5% | $6,925+127.1% |