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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 | $114,781 | $93,598+22.6% | $135,974-15.6% | $75,173+52.7% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.9%-41.9pp | 67.2%-27.2pp |
| Annual return | 13.53% | 30.89%-17.4pp | 68.30%-54.8pp | 160.72%-147.2pp |
| Employer contribution / active EE | $1,013 | $3,538-71.4% | $4,859-79.2% | $2,671-62.1% |
| Participant deferral / active EE | $1,722 | $6,405-73.1% | $7,760-77.8% | $4,126-58.3% |
| Admin fee / account holder | $7,118 | $6,978+2.0% | $10,767-33.9% | $5,651+26.0% |