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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 | $86,919+4.8% | $102,457-11.1% | $80,911+12.6% |
| Participation rate | 34.3% | 72.4%-38.1pp | 76.5%-42.2pp | 67.6%-33.4pp |
| Annual return | 9.04% | 18.90%-9.9pp | 29.41%-20.4pp | 35.63%-26.6pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,218 | $4,119-70.4% | $5,054-75.9% | $4,297-71.7% |
| Admin fee / account holder | $6,197 | $8,049-23.0% | $9,451-34.4% | $6,935-10.6% |