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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 | $145,306 | $162,812-10.8% | $133,971+8.5% | $158,966-8.6% |
| Participation rate | 37.5% | 83.2%-45.7pp | 79.8%-42.3pp | 82.0%-44.5pp |
| Annual return | 3.75% | 41.94%-38.2pp | 45.09%-41.3pp | 302.95%-299.2pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,537 | $5,910-74.0% | $5,047-69.5% | $5,983-74.3% |
| Admin fee / account holder | $51,097 | $11,741+335.2% | $8,929+472.2% | $11,250+354.2% |