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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 | $28,040 | $160,040-82.5% | $147,096-80.9% | $145,877-80.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 6.90% | 98.49%-91.6pp | 419.75%-412.8pp | 551.28%-544.4pp |
| Employer contribution / active EE | $1,181 | $5,289-77.7% | $4,936-76.1% | $4,663-74.7% |
| Participant deferral / active EE | $178 | $8,429-97.9% | $8,071-97.8% | $6,691-97.3% |
| Admin fee / account holder | $16,147 | $15,050+7.3% | $13,005+24.2% | $13,402+20.5% |