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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 | $74,735 | $73,978+1.0% | $96,515-22.6% | $75,173-0.6% |
| Participation rate | 37.0% | 66.4%-29.4pp | 74.3%-37.3pp | 67.2%-30.2pp |
| Annual return | 10.72% | 26.72%-16.0pp | 35.73%-25.0pp | 160.72%-150.0pp |
| Employer contribution / active EE | $1,566 | $2,931-46.6% | $3,740-58.1% | $2,671-41.4% |
| Participant deferral / active EE | $906 | $3,660-75.3% | $4,880-81.4% | $4,126-78.0% |
| Admin fee / account holder | $1,209 | $5,219-76.8% | $6,735-82.1% | $5,651-78.6% |