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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 | $105,695 | $97,550+8.3% | $120,344-12.2% | $87,485+20.8% |
| Participation rate | 53.3% | 72.8%-19.5pp | 76.7%-23.4pp | 68.9%-15.6pp |
| Annual return | 8.43% | 18.41%-10.0pp | 20.30%-11.9pp | 26.06%-17.6pp |
| Employer contribution / active EE | $704 | $2,291-69.3% | $3,020-76.7% | $2,596-72.9% |
| Participant deferral / active EE | $1,788 | $4,230-57.7% | $5,135-65.2% | $4,274-58.2% |
| Admin fee / account holder | $7,819 | $9,543-18.1% | $12,742-38.6% | $7,775+0.6% |