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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 | $96,104 | $93,617+2.7% | $135,982-29.3% | $75,177+27.8% |
| Participation rate | 43.6% | 75.2%-31.6pp | 81.9%-38.3pp | 67.2%-23.6pp |
| Annual return | 12.30% | 30.89%-18.6pp | 68.32%-56.0pp | 160.75%-148.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,014 | $6,406-68.6% | $7,760-74.1% | $4,126-51.2% |
| Admin fee / account holder | $3,437 | $6,980-50.8% | $10,767-68.1% | $5,651-39.2% |