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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 | $92,459 | $106,749-13.4% | $145,433-36.4% | $82,448+12.1% |
| Participation rate | 43.8% | 75.6%-31.9pp | 82.1%-38.4pp | 68.1%-24.3pp |
| Annual return | 13.72% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,118 | $3,444-67.6% | $4,554-75.5% | $2,551-56.2% |
| Participant deferral / active EE | $2,314 | $6,519-64.5% | $7,897-70.7% | $4,139-44.1% |
| Admin fee / account holder | $5,355 | $8,390-36.2% | $13,129-59.2% | $7,234-26.0% |