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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 | $90,304 | $114,712-21.3% | $173,730-48.0% | $87,485+3.2% |
| Participation rate | 29.2% | 73.0%-43.8pp | 79.6%-50.3pp | 68.9%-39.7pp |
| Annual return | 10.12% | 20.18%-10.1pp | 19.96%-9.8pp | 26.06%-15.9pp |
| Employer contribution / active EE | $1,386 | $2,904-52.3% | $4,577-69.7% | $2,596-46.6% |
| Participant deferral / active EE | $1,581 | $4,642-65.9% | $6,326-75.0% | $4,274-63.0% |
| Admin fee / account holder | $5,018 | $10,210-50.9% | $17,523-71.4% | $7,775-35.5% |