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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 | $95,736 | $87,132+9.9% | $105,624-9.4% | $80,959+18.3% |
| Participation rate | 65.4% | 70.4%-5.0pp | 75.3%-9.9pp | 67.7%-2.3pp |
| Annual return | 9.30% | 17.03%-7.7pp | 116.20%-106.9pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,051 | $2,397-56.1% | $3,168-66.8% | $2,757-61.9% |
| Participant deferral / active EE | $1,580 | $3,985-60.3% | $5,013-68.5% | $4,300-63.3% |
| Admin fee / account holder | $11,692 | $8,449+38.4% | $10,961+6.7% | $6,925+68.8% |