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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 | $87,059+10.0% | $105,608-9.3% | $80,925+18.3% |
| Participation rate | 65.4% | 70.4%-5.1pp | 75.3%-9.9pp | 67.7%-2.3pp |
| Annual return | 9.30% | 17.05%-7.7pp | 116.50%-107.2pp | 35.65%-26.4pp |
| Employer contribution / active EE | $1,051 | $2,396-56.1% | $3,167-66.8% | $2,756-61.9% |
| Participant deferral / active EE | $1,580 | $3,986-60.4% | $5,010-68.5% | $4,299-63.2% |
| Admin fee / account holder | $11,692 | $8,443+38.5% | $11,028+6.0% | $6,940+68.5% |