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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 | $92,567 | $86,940+6.5% | $102,434-9.6% | $80,935+14.4% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.7%-27.7pp |
| Annual return | 10.05% | 18.89%-8.8pp | 29.46%-19.4pp | 35.66%-25.6pp |
| Employer contribution / active EE | $2,532 | $2,370+6.9% | $3,023-16.2% | $2,757-8.1% |
| Participant deferral / active EE | $1,249 | $4,121-69.7% | $5,055-75.3% | $4,299-71.0% |
| Admin fee / account holder | $7,258 | $8,047-9.8% | $9,462-23.3% | $6,924+4.8% |