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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 | $112,631 | $138,386-18.6% | $184,260-38.9% | $80,935+39.2% |
| Participation rate | 51.7% | 83.9%-32.2pp | 86.8%-35.1pp | 67.7%-15.9pp |
| Annual return | 10.16% | 20.02%-9.9pp | 28.84%-18.7pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,572 | $4,851-67.6% | $6,427-75.5% | $2,757-43.0% |
| Participant deferral / active EE | $2,904 | $7,076-59.0% | $9,133-68.2% | $4,299-32.5% |
| Admin fee / account holder | $4,609 | $10,489-56.1% | $13,898-66.8% | $6,924-33.4% |