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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 | $68,908 | $64,359+7.1% | $90,161-23.6% | $70,126-1.7% |
| Participation rate | 51.9% | 70.4%-18.6pp | 76.9%-25.0pp | 69.5%-17.7pp |
| Annual return | 10.41% | 28.13%-17.7pp | 34.89%-24.5pp | 73.15%-62.7pp |
| Employer contribution / active EE | $869 | $2,046-57.5% | $3,318-73.8% | $2,343-62.9% |
| Participant deferral / active EE | $1,368 | $4,389-68.8% | $5,287-74.1% | $3,332-58.9% |
| Admin fee / account holder | $2,872 | $3,945-27.2% | $5,943-51.7% | $4,645-38.2% |