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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 | $81,900 | $71,197+15.0% | $93,669-12.6% | $80,925+1.2% |
| Participation rate | 43.1% | 60.4%-17.3pp | 68.7%-25.6pp | 67.7%-24.5pp |
| Annual return | 9.50% | 11.27%-1.8pp | 133.59%-124.1pp | 35.65%-26.2pp |
| Employer contribution / active EE | $561 | $1,565-64.1% | $2,424-76.8% | $2,756-79.6% |
| Participant deferral / active EE | $717 | $4,036-82.2% | $4,416-83.8% | $4,299-83.3% |
| Admin fee / account holder | $356 | $6,959-94.9% | $8,291-95.7% | $6,940-94.9% |