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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 | $99,941 | $86,938+15.0% | $102,423-2.4% | $80,925+23.5% |
| Participation rate | 30.4% | 72.4%-41.9pp | 76.5%-46.1pp | 67.7%-37.2pp |
| Annual return | 9.22% | 18.89%-9.7pp | 29.42%-20.2pp | 35.65%-26.4pp |
| Employer contribution / active EE | $1,040 | $2,369-56.1% | $3,023-65.6% | $2,756-62.3% |
| Participant deferral / active EE | $1,671 | $4,120-59.4% | $5,054-66.9% | $4,299-61.1% |
| Admin fee / account holder | $7,367 | $8,053-8.5% | $9,455-22.1% | $6,940+6.2% |