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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 | $153,650 | $117,859+30.4% | $102,438+50.0% | $145,959+5.3% |
| Participation rate | 45.5% | 78.6%-33.1pp | 76.5%-31.0pp | 80.3%-34.8pp |
| Annual return | 5.54% | 31.72%-26.2pp | 29.37%-23.8pp | 561.95%-556.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $135 | $5,732-97.6% | $5,054-97.3% | $6,689-98.0% |
| Admin fee / account holder | $137,698 | $13,318+933.9% | $9,448+1357.5% | $13,398+927.8% |