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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 | $117,895+30.3% | $102,460+50.0% | $145,897+5.3% |
| Participation rate | 45.5% | 78.6%-33.2pp | 76.5%-31.1pp | 80.3%-34.9pp |
| Annual return | 5.54% | 31.92%-26.4pp | 29.47%-23.9pp | 552.29%-546.8pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $135 | $5,736-97.6% | $5,056-97.3% | $6,689-98.0% |
| Admin fee / account holder | $137,698 | $13,353+931.2% | $9,460+1355.6% | $13,390+928.3% |