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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 | $93,760 | $101,795-7.9% | $165,100-43.2% | $80,959+15.8% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 7.21% | 16.73%-9.5pp | 70.21%-63.0pp | 35.67%-28.5pp |
| Employer contribution / active EE | $851 | $2,954-71.2% | $4,348-80.4% | $2,757-69.2% |
| Participant deferral / active EE | $1,432 | $4,476-68.0% | $6,035-76.3% | $4,300-66.7% |
| Admin fee / account holder | $12,574 | $8,221+53.0% | $12,696-1.0% | $6,925+81.6% |