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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 | $136,196 | $106,524+27.9% | $152,301-10.6% | $87,485+55.7% |
| Participation rate | 54.2% | 75.8%-21.6pp | 82.4%-28.3pp | 68.9%-14.8pp |
| Annual return | 12.77% | 26.89%-14.1pp | 80.50%-67.7pp | 26.06%-13.3pp |
| Employer contribution / active EE | $1,098 | $3,371-67.4% | $4,624-76.3% | $2,596-57.7% |
| Participant deferral / active EE | $2,246 | $6,525-65.6% | $8,004-71.9% | $4,274-47.5% |
| Admin fee / account holder | $41,060 | $8,287+395.5% | $14,398+185.2% | $7,775+428.1% |