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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 | $148,872 | $101,778+46.3% | $164,975-9.8% | $80,925+84.0% |
| Participation rate | 41.4% | 71.8%-30.5pp | 78.6%-37.2pp | 67.7%-26.3pp |
| Annual return | 9.01% | 16.73%-7.7pp | 70.12%-61.1pp | 35.65%-26.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,651 | $4,477-63.1% | $6,033-72.6% | $4,299-61.6% |
| Admin fee / account holder | $2,136 | $8,221-74.0% | $12,688-83.2% | $6,940-69.2% |