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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 | $86,949+2.6% | $102,460-13.0% | $80,959+10.1% |
| Participation rate | 54.7% | 72.4%-17.7pp | 76.5%-21.8pp | 67.7%-13.0pp |
| Annual return | 3.44% | 18.89%-15.5pp | 29.47%-26.0pp | 35.67%-32.2pp |
| Employer contribution / active EE | $869 | $2,370-63.3% | $3,025-71.3% | $2,757-68.5% |
| Participant deferral / active EE | $1,587 | $4,121-61.5% | $5,056-68.6% | $4,300-63.1% |
| Admin fee / account holder | $311 | $8,048-96.1% | $9,460-96.7% | $6,925-95.5% |