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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 | $17,852 | $185,312-90.4% | $161,489-88.9% | $154,746-88.5% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 6.85% | 103.84%-97.0pp | 89.72%-82.9pp | 172.34%-165.5pp |
| Employer contribution / active EE | $1,206 | $4,769-74.7% | $4,268-71.8% | $4,379-72.5% |
| Participant deferral / active EE | $1,738 | $6,350-72.6% | $5,630-69.1% | $6,730-74.2% |
| Admin fee / account holder | $13,200 | $18,654-29.2% | $16,006-17.5% | $14,365-8.1% |