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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 | $80,757 | $73,978+9.2% | $96,515-16.3% | $75,173+7.4% |
| Participation rate | 16.0% | 66.4%-50.4pp | 74.3%-58.3pp | 67.2%-51.2pp |
| Annual return | 13.09% | 26.72%-13.6pp | 35.73%-22.6pp | 160.72%-147.6pp |
| Employer contribution / active EE | $1,237 | $2,931-57.8% | $3,740-66.9% | $2,671-53.7% |
| Participant deferral / active EE | $1,410 | $3,660-61.5% | $4,880-71.1% | $4,126-65.8% |
| Admin fee / account holder | $28,905 | $5,219+453.9% | $6,735+329.2% | $5,651+411.5% |