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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 | $100,148 | $93,598+7.0% | $135,974-26.3% | $75,173+33.2% |
| Participation rate | 52.0% | 75.2%-23.2pp | 81.9%-29.9pp | 67.2%-15.2pp |
| Annual return | 11.47% | 30.89%-19.4pp | 68.30%-56.8pp | 160.72%-149.3pp |
| Employer contribution / active EE | $1,285 | $3,538-63.7% | $4,859-73.5% | $2,671-51.9% |
| Participant deferral / active EE | $2,053 | $6,405-68.0% | $7,760-73.5% | $4,126-50.3% |
| Admin fee / account holder | $20,948 | $6,978+200.2% | $10,767+94.6% | $5,651+270.7% |