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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 | $115,185 | $70,532+63.3% | $68,948+67.1% | $137,256-16.1% |
| Participation rate | 9.1% | 81.0%-71.9pp | 79.2%-70.1pp | 80.0%-70.9pp |
| Annual return | 7.53% | 32.56%-25.0pp | 28.39%-20.9pp | 220.34%-212.8pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $4,165-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $154 | $6,773-97.7% | $6,186-97.5% | $6,407-97.6% |
| Admin fee / account holder | $108,093 | $7,916+1265.5% | $7,539+1333.9% | $12,270+780.9% |