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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 | $106,550 | $69,444+53.4% | $92,985+14.6% | $87,485+21.8% |
| Participation rate | 62.7% | 63.3%-0.6pp | 69.5%-6.8pp | 68.9%-6.2pp |
| Annual return | 9.87% | 23.85%-14.0pp | 27.99%-18.1pp | 26.06%-16.2pp |
| Employer contribution / active EE | $624 | $1,917-67.4% | $2,662-76.6% | $2,596-76.0% |
| Participant deferral / active EE | $953 | $3,364-71.7% | $4,377-78.2% | $4,274-77.7% |
| Admin fee / account holder | $4,089 | $6,137-33.4% | $9,463-56.8% | $7,775-47.4% |