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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 | $155,555-88.3% | $146,866-87.6% | $155,188-88.3% |
| Participation rate | 23.5% | 84.0%-60.4pp | 82.5%-59.0pp | 80.8%-57.3pp |
| Annual return | 9.90% | 115.41%-105.5pp | 102.85%-93.0pp | 148.84%-138.9pp |
| Employer contribution / active EE | $1,088 | $4,647-76.6% | $4,425-75.4% | $4,248-74.4% |
| Participant deferral / active EE | $2,182 | $8,044-72.9% | $7,759-71.9% | $6,531-66.6% |
| Admin fee / account holder | $81,230 | $14,755+450.5% | $13,620+496.4% | $14,480+461.0% |