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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 | $96,162 | $95,453+0.7% | $112,040-14.2% | $82,448+16.6% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.5%-15.2pp | 68.1%-6.8pp |
| Annual return | 10.98% | 23.92%-12.9pp | 24.52%-13.5pp | 41.64%-30.7pp |
| Employer contribution / active EE | $868 | $2,318-62.6% | $2,954-70.6% | $2,551-66.0% |
| Participant deferral / active EE | $1,768 | $4,224-58.1% | $5,098-65.3% | $4,139-57.3% |
| Admin fee / account holder | $5,692 | $9,013-36.9% | $12,098-53.0% | $7,234-21.3% |