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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 | $76,564+39.2% | $105,582+0.9% | $94,015+13.3% |
| Participation rate | 62.7% | 65.2%-2.5pp | 71.8%-9.1pp | 70.8%-8.1pp |
| Annual return | 9.87% | 20.69%-10.8pp | 18.61%-8.7pp | 17.84%-8.0pp |
| Employer contribution / active EE | $624 | $1,995-68.7% | $2,984-79.1% | $2,790-77.6% |
| Participant deferral / active EE | $953 | $3,320-71.3% | $4,353-78.1% | $4,249-77.6% |
| Admin fee / account holder | $4,089 | $7,129-42.6% | $12,856-68.2% | $8,951-54.3% |