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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 | $100,194+5.5% | $122,979-14.1% | $86,983+21.5% |
| Participation rate | 53.3% | 73.0%-19.6pp | 77.2%-23.9pp | 69.5%-16.2pp |
| Annual return | 8.43% | 16.47%-8.0pp | 20.12%-11.7pp | 25.83%-17.4pp |
| Employer contribution / active EE | $704 | $2,326-69.7% | $3,062-77.0% | $2,584-72.8% |
| Participant deferral / active EE | $1,788 | $4,133-56.7% | $5,003-64.3% | $4,194-57.4% |
| Admin fee / account holder | $7,819 | $10,148-23.0% | $12,864-39.2% | $7,856-0.5% |