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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 | $93,695 | $65,376+43.3% | $87,104+7.6% | $65,185+43.7% |
| Participation rate | 21.8% | 75.3%-53.6pp | 76.9%-55.1pp | 70.2%-48.4pp |
| Annual return | 17.75% | 31.27%-13.5pp | 28.19%-10.4pp | 29.38%-11.6pp |
| Employer contribution / active EE | $1,187 | $1,822-34.9% | $2,521-52.9% | $2,177-45.5% |
| Participant deferral / active EE | $1,533 | $3,388-54.8% | $4,048-62.1% | $3,514-56.4% |
| Admin fee / account holder | $422 | $520-18.7% | $7,491-94.4% | $847-50.1% |