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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 | $72,471+47.0% | $94,215+13.1% | $86,983+22.5% |
| Participation rate | 62.7% | 63.9%-1.1pp | 70.0%-7.2pp | 69.5%-6.8pp |
| Annual return | 9.87% | 26.44%-16.6pp | 28.22%-18.4pp | 25.83%-16.0pp |
| Employer contribution / active EE | $624 | $1,936-67.8% | $2,675-76.7% | $2,584-75.8% |
| Participant deferral / active EE | $953 | $3,397-71.9% | $4,276-77.7% | $4,194-77.3% |
| Admin fee / account holder | $4,089 | $6,468-36.8% | $10,216-60.0% | $7,856-47.9% |