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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 | $151,494 | $98,766+53.4% | $149,730+1.2% | $79,852+89.7% |
| Participation rate | 52.5% | 75.8%-23.3pp | 82.5%-30.0pp | 69.6%-17.1pp |
| Annual return | 10.69% | 27.43%-16.7pp | 276.70%-266.0pp | 31.72%-21.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,048 | $5,681-63.9% | $6,843-70.1% | $3,740-45.2% |
| Admin fee / account holder | $470 | $6,052-92.2% | $9,310-95.0% | $5,306-91.1% |