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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 | $154,228-88.2% | $145,433-87.5% | $137,256-86.7% |
| Participation rate | 23.5% | 83.8%-60.3pp | 82.1%-58.6pp | 80.0%-56.4pp |
| Annual return | 9.90% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,088 | $4,804-77.4% | $4,554-76.1% | $4,156-73.8% |
| Participant deferral / active EE | $2,182 | $8,216-73.4% | $7,897-72.4% | $6,407-65.9% |
| Admin fee / account holder | $81,230 | $14,344+466.3% | $13,129+518.7% | $12,270+562.0% |