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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 | $126,379 | $138,386-8.7% | $184,260-31.4% | $80,935+56.1% |
| Participation rate | 68.5% | 83.9%-15.4pp | 86.8%-18.3pp | 67.7%+0.9pp |
| Annual return | 10.62% | 20.02%-9.4pp | 28.84%-18.2pp | 35.66%-25.0pp |
| Employer contribution / active EE | $3,765 | $4,851-22.4% | $6,427-41.4% | $2,757+36.6% |
| Participant deferral / active EE | $3,039 | $7,076-57.1% | $9,133-66.7% | $4,299-29.3% |
| Admin fee / account holder | $8,009 | $10,489-23.6% | $13,898-42.4% | $6,924+15.7% |