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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 | $102,480 | $100,970+1.5% | $96,576+6.1% | $137,256-25.3% |
| Participation rate | 28.6% | 82.6%-54.0pp | 81.4%-52.9pp | 80.0%-51.4pp |
| Annual return | 12.34% | 38.16%-25.8pp | 38.47%-26.1pp | 220.34%-208.0pp |
| Employer contribution / active EE | $713 | $3,809-81.3% | $3,553-79.9% | $4,156-82.8% |
| Participant deferral / active EE | $1,114 | $8,286-86.6% | $7,956-86.0% | $6,407-82.6% |
| Admin fee / account holder | $1,495 | $11,312-86.8% | $11,381-86.9% | $12,270-87.8% |