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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 | $160,028-82.5% | $147,080-80.9% | $145,884-80.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 6.90% | 98.60%-91.7pp | 420.17%-413.3pp | 551.85%-544.9pp |
| Employer contribution / active EE | $1,181 | $5,286-77.6% | $4,933-76.1% | $4,662-74.7% |
| Participant deferral / active EE | $178 | $8,422-97.9% | $8,066-97.8% | $6,690-97.3% |
| Admin fee / account holder | $16,147 | $15,030+7.4% | $12,989+24.3% | $13,392+20.6% |