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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 | $141,651 | $106,247+33.3% | $96,515+46.8% | $139,466+1.6% |
| Participation rate | 21.4% | 77.8%-56.4pp | 74.3%-52.9pp | 80.3%-58.9pp |
| Annual return | 3.31% | 38.47%-35.2pp | 35.73%-32.4pp | 373.66%-370.4pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,058 | $5,456-80.6% | $4,880-78.3% | $6,712-84.2% |
| Admin fee / account holder | $239,052 | $7,885+2931.7% | $6,735+3449.2% | $11,409+1995.3% |