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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 | $95,404+0.8% | $113,397-15.2% | $82,637+16.4% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.5%-15.2pp | 68.1%-6.8pp |
| Annual return | 10.98% | 19.08%-8.1pp | 23.20%-12.2pp | 53.51%-42.5pp |
| Employer contribution / active EE | $868 | $2,307-62.4% | $2,977-70.9% | $2,552-66.0% |
| Participant deferral / active EE | $1,768 | $4,220-58.1% | $5,076-65.2% | $4,126-57.1% |
| Admin fee / account holder | $5,692 | $9,168-37.9% | $11,957-52.4% | $7,339-22.4% |