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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 | $123,478+18.6% | $216,567-32.4% | $94,015+55.7% |
| Participation rate | 43.2% | 75.1%-31.9pp | 81.6%-38.5pp | 70.8%-27.6pp |
| Annual return | 4.61% | 23.61%-19.0pp | 12.94%-8.3pp | 17.84%-13.2pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,909 | $4,556-58.1% | $6,191-69.2% | $4,249-55.1% |
| Admin fee / account holder | $10,267 | $12,753-19.5% | $21,981-53.3% | $8,951+14.7% |