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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 | $75,720+89.3% | $90,312+58.7% | $86,983+64.8% |
| Participation rate | 7.0% | 66.3%-59.3pp | 72.9%-65.9pp | 69.5%-62.6pp |
| Annual return | 10.03% | 18.55%-8.5pp | 18.90%-8.9pp | 25.83%-15.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $300 | $3,001-90.0% | $3,749-92.0% | $4,194-92.8% |
| Admin fee / account holder | $48,145 | $6,201+676.5% | $8,248+483.7% | $7,856+512.9% |