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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 | $89,455 | $80,731+10.8% | $103,374-13.5% | $74,546+20.0% |
| Participation rate | 36.9% | 65.7%-28.7pp | 74.5%-37.6pp | 67.2%-30.3pp |
| Annual return | 9.95% | 27.56%-17.6pp | 24.89%-14.9pp | 1366.03%-1356.1pp |
| Employer contribution / active EE | $1,017 | $3,158-67.8% | $3,869-73.7% | $2,624-61.3% |
| Participant deferral / active EE | $1,504 | $3,860-61.0% | $5,058-70.3% | $4,347-65.4% |
| Admin fee / account holder | $4,868 | $2,369+105.5% | $8,394-42.0% | $1,944+150.4% |