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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 | $100,194+0.6% | $122,979-18.1% | $86,983+15.8% |
| Participation rate | 69.8% | 73.0%-3.1pp | 77.2%-7.3pp | 69.5%+0.3pp |
| Annual return | 8.77% | 16.47%-7.7pp | 20.12%-11.3pp | 25.83%-17.1pp |
| Employer contribution / active EE | $3,333 | $2,326+43.3% | $3,062+8.8% | $2,584+28.9% |
| Participant deferral / active EE | $1,703 | $4,133-58.8% | $5,003-66.0% | $4,194-59.4% |
| Admin fee / account holder | $14,406 | $10,148+42.0% | $12,864+12.0% | $7,856+83.4% |