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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 | $103,535 | $91,559+13.1% | $133,959-22.7% | $79,858+29.6% |
| Participation rate | 45.6% | 73.3%-27.8pp | 79.8%-34.3pp | 69.6%-24.1pp |
| Annual return | 5.57% | 61.85%-56.3pp | 45.09%-39.5pp | 31.72%-26.1pp |
| Employer contribution / active EE | $1,104 | $2,384-53.7% | $3,919-71.8% | $2,471-55.3% |
| Participant deferral / active EE | $1,638 | $3,734-56.1% | $5,047-67.6% | $3,740-56.2% |
| Admin fee / account holder | $6,662 | $6,321+5.4% | $8,928-25.4% | $5,306+25.6% |