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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 | $94,233 | $81,487+15.6% | $102,412-8.0% | $80,935+16.4% |
| Participation rate | 41.8% | 66.8%-25.0pp | 74.5%-32.7pp | 67.7%-25.8pp |
| Annual return | 8.52% | 25.60%-17.1pp | 24.94%-16.4pp | 35.66%-27.1pp |
| Employer contribution / active EE | $1,024 | $3,103-67.0% | $3,870-73.5% | $2,757-62.8% |
| Participant deferral / active EE | $1,489 | $3,871-61.5% | $5,060-70.6% | $4,299-65.4% |
| Admin fee / account holder | $2,255 | $6,717-66.4% | $8,388-73.1% | $6,924-67.4% |