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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 | $94,371 | $77,472+21.8% | $100,392-6.0% | $80,935+16.6% |
| Participation rate | 20.0% | 76.9%-56.9pp | 81.5%-61.5pp | 67.7%-47.7pp |
| Annual return | 10.80% | 37.26%-26.5pp | 49.45%-38.6pp | 35.66%-24.9pp |
| Employer contribution / active EE | $963 | $2,800-65.6% | $3,941-75.6% | $2,757-65.1% |
| Participant deferral / active EE | $1,520 | $6,818-77.7% | $8,090-81.2% | $4,299-64.6% |
| Admin fee / account holder | $6,209 | $5,885+5.5% | $7,904-21.5% | $6,924-10.3% |