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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 | $91,125 | $86,940+4.8% | $102,434-11.0% | $80,935+12.6% |
| Participation rate | 34.3% | 72.4%-38.1pp | 76.5%-42.2pp | 67.7%-33.4pp |
| Annual return | 9.04% | 18.89%-9.8pp | 29.46%-20.4pp | 35.66%-26.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,218 | $4,121-70.4% | $5,055-75.9% | $4,299-71.7% |
| Admin fee / account holder | $6,197 | $8,047-23.0% | $9,462-34.5% | $6,924-10.5% |