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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 | $113,049 | $110,337+2.5% | $102,383+10.4% | $145,877-22.5% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.6pp |
| Annual return | 5.01% | 24.83%-19.8pp | 24.94%-19.9pp | 551.28%-546.3pp |
| Employer contribution / active EE | $4,531 | $4,216+7.5% | $3,870+17.1% | $4,663-2.8% |
| Participant deferral / active EE | $237 | $5,621-95.8% | $5,060-95.3% | $6,691-96.5% |
| Admin fee / account holder | $596 | $9,750-93.9% | $8,391-92.9% | $13,402-95.6% |