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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 | $115,931+26.3% | $185,441-21.1% | $86,983+68.3% |
| Participation rate | 43.2% | 73.6%-30.4pp | 80.3%-37.1pp | 69.5%-26.4pp |
| Annual return | 4.61% | 21.47%-16.9pp | 20.16%-15.6pp | 25.83%-21.2pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,909 | $4,551-58.1% | $6,152-69.0% | $4,194-54.5% |
| Admin fee / account holder | $10,267 | $10,687-3.9% | $17,890-42.6% | $7,856+30.7% |