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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 | $72,307 | $71,534+1.1% | $98,462-26.6% | $71,529+1.1% |
| Participation rate | 31.6% | 72.7%-41.1pp | 75.2%-43.6pp | 67.9%-36.3pp |
| Annual return | 13.87% | 32.44%-18.6pp | 21.17%-7.3pp | 28.97%-15.1pp |
| Employer contribution / active EE | $785 | $2,399-67.3% | $3,049-74.3% | $2,590-69.7% |
| Participant deferral / active EE | $1,536 | $4,109-62.6% | $4,738-67.6% | $4,291-64.2% |
| Admin fee / account holder | $4,408 | $1,677+162.9% | $8,875-50.3% | $1,588+177.5% |