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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 | $113,120 | $89,465+26.4% | $165,100-31.5% | $77,762+45.5% |
| Participation rate | 31.1% | 78.6%-47.5pp | 78.6%-47.5pp | 70.6%-39.5pp |
| Annual return | 11.56% | 28.86%-17.3pp | 70.21%-58.6pp | 31.27%-19.7pp |
| Employer contribution / active EE | $1,167 | $2,565-54.5% | $4,348-73.2% | $2,728-57.2% |
| Participant deferral / active EE | $2,372 | $4,904-51.6% | $6,035-60.7% | $4,651-49.0% |
| Admin fee / account holder | $5,956 | $340+1652.7% | $12,696-53.1% | $433+1275.8% |