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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 | $114,453 | $98,766+15.9% | $149,730-23.6% | $79,852+43.3% |
| Participation rate | 40.4% | 75.8%-35.4pp | 82.5%-42.1pp | 69.6%-29.2pp |
| Annual return | 3.68% | 27.43%-23.8pp | 276.70%-273.0pp | 31.72%-28.0pp |
| Employer contribution / active EE | $1,022 | $3,217-68.2% | $4,645-78.0% | $2,471-58.6% |
| Participant deferral / active EE | $1,813 | $5,681-68.1% | $6,843-73.5% | $3,740-51.5% |
| Admin fee / account holder | $6,984 | $6,052+15.4% | $9,310-25.0% | $5,306+31.6% |