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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 | $89,171 | $86,922+2.6% | $102,438-13.0% | $80,874+10.3% |
| Participation rate | 54.7% | 72.4%-17.7pp | 76.5%-21.8pp | 67.6%-12.9pp |
| Annual return | 3.44% | 18.90%-15.5pp | 29.37%-25.9pp | 35.62%-32.2pp |
| Employer contribution / active EE | $869 | $2,369-63.3% | $3,024-71.2% | $2,756-68.5% |
| Participant deferral / active EE | $1,587 | $4,119-61.5% | $5,054-68.6% | $4,297-63.1% |
| Admin fee / account holder | $311 | $8,050-96.1% | $9,448-96.7% | $6,935-95.5% |