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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 | $95,453+5.6% | $112,040-10.1% | $82,448+22.2% |
| Participation rate | 69.8% | 72.8%-2.9pp | 76.5%-6.7pp | 68.1%+1.8pp |
| Annual return | 8.77% | 23.92%-15.1pp | 24.52%-15.7pp | 41.64%-32.9pp |
| Employer contribution / active EE | $3,333 | $2,318+43.8% | $2,954+12.8% | $2,551+30.6% |
| Participant deferral / active EE | $1,703 | $4,224-59.7% | $5,098-66.6% | $4,139-58.9% |
| Admin fee / account holder | $14,406 | $9,013+59.8% | $12,098+19.1% | $7,234+99.1% |