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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 | $147,281 | $124,425+18.4% | $112,040+31.5% | $137,256+7.3% |
| Participation rate | 57.1% | 79.3%-22.2pp | 76.5%-19.3pp | 80.0%-22.8pp |
| Annual return | 10.07% | 24.72%-14.6pp | 24.52%-14.4pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $926 | $5,718-83.8% | $5,098-81.8% | $6,407-85.5% |
| Admin fee / account holder | $94,154 | $15,207+519.2% | $12,098+678.3% | $12,270+667.3% |