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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 | $162,385 | $95,453+70.1% | $112,040+44.9% | $82,448+97.0% |
| Participation rate | 35.7% | 72.8%-37.0pp | 76.5%-40.8pp | 68.1%-32.4pp |
| Annual return | 10.43% | 23.92%-13.5pp | 24.52%-14.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,060 | $2,318-54.3% | $2,954-64.1% | $2,551-58.5% |
| Participant deferral / active EE | $1,230 | $4,224-70.9% | $5,098-75.9% | $4,139-70.3% |
| Admin fee / account holder | $89,390 | $9,013+891.7% | $12,098+638.9% | $7,234+1135.6% |