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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 | $53,545 | $53,774-0.4% | $134,162-60.1% | $79,852-32.9% |
| Participation rate | 64.3% | 58.8%+5.5pp | 72.2%-7.9pp | 69.6%-5.4pp |
| Annual return | 8.32% | 19.01%-10.7pp | 36.35%-28.0pp | 31.72%-23.4pp |
| Employer contribution / active EE | $1,869 | $1,322+41.4% | $3,705-49.5% | $2,471-24.4% |
| Participant deferral / active EE | $576 | $2,420-76.2% | $3,500-83.5% | $3,740-84.6% |
| Admin fee / account holder | $8,008 | $3,985+101.0% | $6,685+19.8% | $5,306+50.9% |