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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 | $75,878 | $138,385-45.2% | $184,243-58.8% | $80,925-6.2% |
| Participation rate | 55.6% | 83.9%-28.3pp | 86.8%-31.3pp | 67.7%-12.1pp |
| Annual return | 9.94% | 20.02%-10.1pp | 28.82%-18.9pp | 35.65%-25.7pp |
| Employer contribution / active EE | $1,623 | $4,851-66.5% | $6,427-74.7% | $2,756-41.1% |
| Participant deferral / active EE | $2,548 | $7,075-64.0% | $9,132-72.1% | $4,299-40.7% |
| Admin fee / account holder | $9,401 | $10,489-10.4% | $13,914-32.4% | $6,940+35.5% |