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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 | $18,188 | $162,136-88.8% | $152,301-88.1% | $154,746-88.2% |
| Participation rate | 23.5% | 84.1%-60.6pp | 82.4%-58.9pp | 80.7%-57.2pp |
| Annual return | 9.90% | 91.02%-81.1pp | 80.50%-70.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,088 | $4,890-77.8% | $4,624-76.5% | $4,379-75.2% |
| Participant deferral / active EE | $2,182 | $8,341-73.8% | $8,004-72.7% | $6,730-67.6% |
| Admin fee / account holder | $81,230 | $15,759+415.4% | $14,398+464.2% | $14,365+465.5% |