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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 | $94,031+57.1% | $115,768+27.6% | $82,448+79.2% |
| Participation rate | 25.9% | 70.4%-44.6pp | 74.4%-48.5pp | 68.1%-42.2pp |
| Annual return | 5.83% | 20.61%-14.8pp | 100.46%-94.6pp | 41.64%-35.8pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,268 | $3,972-68.1% | $4,917-74.2% | $4,139-69.4% |
| Admin fee / account holder | $56,045 | $10,249+446.8% | $12,439+350.5% | $7,234+674.7% |