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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 | $90,920 | $74,535+22.0% | $100,712-9.7% | $82,637+10.0% |
| Participation rate | 55.6% | 61.2%-5.6pp | 69.3%-13.7pp | 68.1%-12.5pp |
| Annual return | 12.04% | 18.92%-6.9pp | 33.27%-21.2pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,037 | $1,503-31.0% | $2,313-55.2% | $2,552-59.4% |
| Participant deferral / active EE | $1,193 | $3,074-61.2% | $4,085-70.8% | $4,126-71.1% |
| Admin fee / account holder | $33,753 | $6,576+413.3% | $9,256+264.6% | $7,339+359.9% |