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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 | $123,925 | $97,550+27.0% | $120,344+3.0% | $87,485+41.7% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.7%-26.7pp | 68.9%-18.9pp |
| Annual return | 10.10% | 18.41%-8.3pp | 20.30%-10.2pp | 26.06%-16.0pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,686 | $4,230-60.1% | $5,135-67.2% | $4,274-60.5% |
| Admin fee / account holder | $62,963 | $9,543+559.8% | $12,742+394.1% | $7,775+709.8% |