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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 | $26,077 | $162,136-83.9% | $152,301-82.9% | $154,746-83.1% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 5.81% | 91.02%-85.2pp | 80.50%-74.7pp | 172.34%-166.5pp |
| Employer contribution / active EE | $951 | $4,890-80.6% | $4,624-79.4% | $4,379-78.3% |
| Participant deferral / active EE | $1,189 | $8,341-85.7% | $8,004-85.1% | $6,730-82.3% |
| Admin fee / account holder | $100,075 | $15,759+535.0% | $14,398+595.1% | $14,365+596.6% |