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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 | $26,610 | $212,386-87.5% | $199,883-86.7% | $138,895-80.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 11.11% | 47.75%-36.6pp | 43.81%-32.7pp | 145.39%-134.3pp |
| Employer contribution / active EE | $1,673 | $6,625-74.8% | $6,261-73.3% | $4,194-60.1% |
| Participant deferral / active EE | $1,673 | $9,617-82.6% | $9,138-81.7% | $6,396-73.9% |
| Admin fee / account holder | $10,342 | $18,233-43.3% | $17,268-40.1% | $12,562-17.7% |