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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 | $134,919 | $69,590+93.9% | $136,867-1.4% | $94,015+43.5% |
| Participation rate | 14.8% | 66.3%-51.5pp | 74.5%-59.7pp | 70.8%-56.0pp |
| Annual return | 5.70% | 19.62%-13.9pp | 42.97%-37.3pp | 17.84%-12.1pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $291 | $3,437-91.5% | $4,924-94.1% | $4,249-93.2% |
| Admin fee / account holder | $670 | $8,912-92.5% | $10,340-93.5% | $8,951-92.5% |