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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 | $80,748+10.8% | $102,383-12.6% | $74,429+20.2% |
| Participation rate | 36.9% | 65.7%-28.7pp | 74.5%-37.6pp | 67.2%-30.3pp |
| Annual return | 9.95% | 27.57%-17.6pp | 24.94%-15.0pp | 1368.38%-1358.4pp |
| Employer contribution / active EE | $1,017 | $3,159-67.8% | $3,870-73.7% | $2,625-61.3% |
| Participant deferral / active EE | $1,504 | $3,861-61.0% | $5,060-70.3% | $4,348-65.4% |
| Admin fee / account holder | $4,868 | $2,371+105.3% | $8,391-42.0% | $1,944+150.4% |