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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 | $69,543 | $62,672+11.0% | $185,117-62.4% | $70,126-0.8% |
| Participation rate | 63.2% | 63.8%-0.6pp | 77.3%-14.1pp | 69.5%-6.4pp |
| Annual return | 10.73% | 40.79%-30.1pp | 40.50%-29.8pp | 73.15%-62.4pp |
| Employer contribution / active EE | $3,799 | $1,753+116.7% | $4,182-9.2% | $2,343+62.2% |
| Participant deferral / active EE | $633 | $3,272-80.6% | $5,045-87.4% | $3,332-81.0% |
| Admin fee / account holder | $4,365 | $3,932+11.0% | $8,159-46.5% | $4,645-6.0% |