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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 | $134,630 | $101,795+32.3% | $165,100-18.5% | $80,959+66.3% |
| Participation rate | 31.1% | 71.8%-40.7pp | 78.6%-47.5pp | 67.7%-36.5pp |
| Annual return | 4.01% | 16.73%-12.7pp | 70.21%-66.2pp | 35.67%-31.7pp |
| Employer contribution / active EE | $1,014 | $2,954-65.7% | $4,348-76.7% | $2,757-63.2% |
| Participant deferral / active EE | $1,797 | $4,476-59.8% | $6,035-70.2% | $4,300-58.2% |
| Admin fee / account holder | $874 | $8,221-89.4% | $12,696-93.1% | $6,925-87.4% |