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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 | $100,761 | $104,098-3.2% | $140,514-28.3% | $94,015+7.2% |
| Participation rate | 69.8% | 73.7%-3.9pp | 77.8%-8.0pp | 70.8%-1.0pp |
| Annual return | 8.77% | 15.14%-6.4pp | 14.36%-5.6pp | 17.84%-9.1pp |
| Employer contribution / active EE | $3,333 | $2,388+39.5% | $3,378-1.4% | $2,790+19.4% |
| Participant deferral / active EE | $1,703 | $4,033-57.8% | $4,919-65.4% | $4,249-59.9% |
| Admin fee / account holder | $14,406 | $10,439+38.0% | $13,697+5.2% | $8,951+60.9% |