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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 | $11,583 | $172,111-93.3% | $150,298-92.3% | $137,256-91.6% |
| Participation rate | 58.8% | 81.7%-22.9pp | 77.8%-18.9pp | 80.0%-21.1pp |
| Annual return | 11.27% | 69.37%-58.1pp | 62.79%-51.5pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,491 | $4,636-67.8% | $4,154-64.1% | $4,156-64.1% |
| Participant deferral / active EE | $969 | $6,166-84.3% | $5,453-82.2% | $6,407-84.9% |
| Admin fee / account holder | $303 | $16,471-98.2% | $14,116-97.9% | $12,270-97.5% |