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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 | $145,486 | $114,712+26.8% | $173,730-16.3% | $87,485+66.3% |
| Participation rate | 25.0% | 73.0%-48.0pp | 79.6%-54.6pp | 68.9%-43.9pp |
| Annual return | 11.16% | 20.18%-9.0pp | 19.96%-8.8pp | 26.06%-14.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $674 | $4,642-85.5% | $6,326-89.3% | $4,274-84.2% |
| Admin fee / account holder | $60,881 | $10,210+496.3% | $17,523+247.4% | $7,775+683.1% |