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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 | $143,368 | $69,273+107.0% | $90,796+57.9% | $82,637+73.5% |
| Participation rate | 7.0% | 64.0%-57.1pp | 69.5%-62.5pp | 68.1%-61.1pp |
| Annual return | 10.03% | 18.37%-8.3pp | 19.29%-9.3pp | 53.51%-43.5pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $300 | $3,047-90.1% | $3,822-92.1% | $4,126-92.7% |
| Admin fee / account holder | $48,145 | $5,511+773.7% | $7,024+585.5% | $7,339+556.0% |