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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 | $139,843 | $110,137+27.0% | $161,149-13.2% | $82,637+69.2% |
| Participation rate | 33.3% | 72.4%-39.0pp | 78.8%-45.5pp | 68.1%-34.7pp |
| Annual return | 9.30% | 20.69%-11.4pp | 21.16%-11.9pp | 53.51%-44.2pp |
| Employer contribution / active EE | $874 | $2,856-69.4% | $4,360-79.9% | $2,552-65.7% |
| Participant deferral / active EE | $1,528 | $4,575-66.6% | $6,153-75.2% | $4,126-63.0% |
| Admin fee / account holder | $3,150 | $9,467-66.7% | $15,194-79.3% | $7,339-57.1% |