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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 | $81,446+0.7% | $103,374-20.7% | $80,874+1.4% |
| Participation rate | 66.1% | 66.9%-0.7pp | 74.5%-8.4pp | 67.6%-1.5pp |
| Annual return | 6.16% | 25.57%-19.4pp | 24.89%-18.7pp | 35.62%-29.5pp |
| Employer contribution / active EE | $15,643 | $3,107+403.5% | $3,869+304.3% | $2,756+467.7% |
| Participant deferral / active EE | $83 | $3,870-97.8% | $5,058-98.4% | $4,297-98.1% |
| Admin fee / account holder | $15,730 | $6,715+134.3% | $8,394+87.4% | $6,935+126.8% |