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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 | $146,400 | $114,712+27.6% | $173,730-15.7% | $87,485+67.3% |
| Participation rate | 43.2% | 73.0%-29.8pp | 79.6%-36.4pp | 68.9%-25.7pp |
| Annual return | 4.61% | 20.18%-15.6pp | 19.96%-15.3pp | 26.06%-21.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,909 | $4,642-58.9% | $6,326-69.8% | $4,274-55.3% |
| Admin fee / account holder | $10,267 | $10,210+0.6% | $17,523-41.4% | $7,775+32.1% |