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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 | $96,064 | $81,457+17.9% | $103,378-7.1% | $80,911+18.7% |
| Participation rate | 48.0% | 66.8%-18.8pp | 74.5%-26.5pp | 67.6%-19.6pp |
| Annual return | 4.67% | 25.58%-20.9pp | 24.91%-20.2pp | 35.63%-31.0pp |
| Employer contribution / active EE | $14,294 | $3,107+360.0% | $3,870+269.3% | $2,756+418.7% |
| Participant deferral / active EE | $920 | $3,871-76.2% | $5,058-81.8% | $4,297-78.6% |
| Admin fee / account holder | $4,647 | $6,717-30.8% | $8,401-44.7% | $6,935-33.0% |