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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 | $147,763 | $109,620+34.8% | $148,496-0.5% | $94,015+57.2% |
| Participation rate | 25.9% | 71.3%-45.4pp | 76.0%-50.2pp | 70.8%-45.0pp |
| Annual return | 5.83% | 17.54%-11.7pp | 12.33%-6.5pp | 17.84%-12.0pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,268 | $3,831-66.9% | $4,808-73.6% | $4,249-70.2% |
| Admin fee / account holder | $56,045 | $10,050+457.7% | $19,547+186.7% | $8,951+526.1% |