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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 | $88,393 | $86,949+1.7% | $102,460-13.7% | $80,959+9.2% |
| Participation rate | 32.1% | 72.4%-40.2pp | 76.5%-44.4pp | 67.7%-35.5pp |
| Annual return | 9.77% | 18.89%-9.1pp | 29.47%-19.7pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,008 | $4,121-75.6% | $5,056-80.1% | $4,300-76.6% |
| Admin fee / account holder | $6,627 | $8,048-17.7% | $9,460-29.9% | $6,925-4.3% |