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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 | $81,396 | $93,598-13.0% | $135,974-40.1% | $75,173+8.3% |
| Participation rate | 7.1% | 75.2%-68.1pp | 81.9%-74.8pp | 67.2%-60.1pp |
| Annual return | 12.52% | 30.89%-18.4pp | 68.30%-55.8pp | 160.72%-148.2pp |
| Employer contribution / active EE | $1,049 | $3,538-70.3% | $4,859-78.4% | $2,671-60.7% |
| Participant deferral / active EE | $1,627 | $6,405-74.6% | $7,760-79.0% | $4,126-60.6% |
| Admin fee / account holder | $466 | $6,978-93.3% | $10,767-95.7% | $5,651-91.8% |