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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 | $88,531 | $83,898+5.5% | $133,346-33.6% | $94,015-5.8% |
| Participation rate | 65.5% | 63.4%+2.2pp | 72.8%-7.3pp | 70.8%-5.3pp |
| Annual return | 8.58% | 16.00%-7.4pp | 36.85%-28.3pp | 17.84%-9.3pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $168 | $3,245-94.8% | $4,332-96.1% | $4,249-96.0% |
| Admin fee / account holder | $4,077 | $7,809-47.8% | $14,264-71.4% | $8,951-54.5% |