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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 | $108,457 | $106,749+1.6% | $145,433-25.4% | $82,448+31.5% |
| Participation rate | 15.2% | 75.6%-60.5pp | 82.1%-67.0pp | 68.1%-52.9pp |
| Annual return | 10.64% | 27.59%-16.9pp | 66.58%-55.9pp | 41.64%-31.0pp |
| Employer contribution / active EE | $881 | $3,444-74.4% | $4,554-80.7% | $2,551-65.5% |
| Participant deferral / active EE | $933 | $6,519-85.7% | $7,897-88.2% | $4,139-77.5% |
| Admin fee / account holder | $12,324 | $8,390+46.9% | $13,129-6.1% | $7,234+70.4% |