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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 | $23,414 | $166,089-85.9% | $164,928-85.8% | $145,978-84.0% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.6%-13.9pp | 80.3%-15.6pp |
| Annual return | 5.94% | 100.26%-94.3pp | 70.08%-64.1pp | 550.52%-544.6pp |
| Employer contribution / active EE | $3,529 | $5,276-33.1% | $4,343-18.7% | $4,662-24.3% |
| Participant deferral / active EE | $523 | $6,961-92.5% | $6,034-91.3% | $6,690-92.2% |
| Admin fee / account holder | $18,053 | $16,641+8.5% | $12,684+42.3% | $13,400+34.7% |