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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 | $107,946 | $101,795+6.0% | $165,100-34.6% | $80,959+33.3% |
| Participation rate | 29.2% | 71.8%-42.7pp | 78.6%-49.5pp | 67.7%-38.5pp |
| Annual return | 9.44% | 16.73%-7.3pp | 70.21%-60.8pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,100 | $2,954-62.7% | $4,348-74.7% | $2,757-60.1% |
| Participant deferral / active EE | $1,841 | $4,476-58.9% | $6,035-69.5% | $4,300-57.2% |
| Admin fee / account holder | $7,543 | $8,221-8.2% | $12,696-40.6% | $6,925+8.9% |