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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 | $119,864 | $101,798+17.7% | $165,071-27.4% | $80,935+48.1% |
| Participation rate | 24.0% | 71.8%-47.8pp | 78.6%-54.6pp | 67.7%-43.7pp |
| Annual return | 10.16% | 16.73%-6.6pp | 70.17%-60.0pp | 35.66%-25.5pp |
| Employer contribution / active EE | $830 | $2,954-71.9% | $4,347-80.9% | $2,757-69.9% |
| Participant deferral / active EE | $1,191 | $4,476-73.4% | $6,035-80.3% | $4,299-72.3% |
| Admin fee / account holder | $1,101 | $8,221-86.6% | $12,695-91.3% | $6,924-84.1% |