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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 | $128,316 | $141,004-9.0% | $112,273+14.3% | $139,466-8.0% |
| Participation rate | 31.6% | 79.2%-47.6pp | 72.4%-40.9pp | 80.3%-48.8pp |
| Annual return | 6.26% | 32.75%-26.5pp | 30.23%-24.0pp | 373.66%-367.4pp |
| Employer contribution / active EE | $1,081 | $4,285-74.8% | $3,431-68.5% | $4,754-77.3% |
| Participant deferral / active EE | $1,338 | $5,878-77.2% | $4,800-72.1% | $6,712-80.1% |
| Admin fee / account holder | $14,196 | $9,959+42.5% | $7,752+83.1% | $11,409+24.4% |