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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 | $99,346 | $86,938+14.3% | $102,423-3.0% | $80,925+22.8% |
| Participation rate | 34.8% | 72.4%-37.6pp | 76.5%-41.7pp | 67.7%-32.9pp |
| Annual return | 8.76% | 18.89%-10.1pp | 29.42%-20.7pp | 35.65%-26.9pp |
| Employer contribution / active EE | $705 | $2,369-70.2% | $3,023-76.7% | $2,756-74.4% |
| Participant deferral / active EE | $1,373 | $4,120-66.7% | $5,054-72.8% | $4,299-68.1% |
| Admin fee / account holder | $7,854 | $8,053-2.5% | $9,455-16.9% | $6,940+13.2% |