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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 | $88,831 | $128,603-30.9% | $197,124-54.9% | $67,986+30.7% |
| Participation rate | 50.9% | 81.7%-30.8pp | 86.7%-35.8pp | 57.2%-6.3pp |
| Annual return | 13.21% | 23.77%-10.6pp | 44.34%-31.1pp | 31.67%-18.5pp |
| Employer contribution / active EE | $1,599 | $4,379-63.5% | $6,227-74.3% | $2,019-20.8% |
| Participant deferral / active EE | $2,748 | $6,840-59.8% | $9,135-69.9% | $3,358-18.2% |
| Admin fee / account holder | $6,567 | $3,035+116.4% | $16,298-59.7% | $3,203+105.0% |