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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 | $87,792 | $138,385-36.6% | $184,243-52.4% | $80,925+8.5% |
| Participation rate | 63.2% | 83.9%-20.7pp | 86.8%-23.7pp | 67.7%-4.5pp |
| Annual return | 10.28% | 20.02%-9.7pp | 28.82%-18.5pp | 35.65%-25.4pp |
| Employer contribution / active EE | $1,739 | $4,851-64.1% | $6,427-72.9% | $2,756-36.9% |
| Participant deferral / active EE | $2,296 | $7,075-67.5% | $9,132-74.9% | $4,299-46.6% |
| Admin fee / account holder | $5,719 | $10,489-45.5% | $13,914-58.9% | $6,940-17.6% |