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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 | $19,043 | $148,623-87.2% | $135,974-86.0% | $139,466-86.3% |
| Participation rate | 31.6% | 83.9%-52.3pp | 81.9%-50.3pp | 80.3%-48.8pp |
| Annual return | 10.09% | 79.30%-69.2pp | 68.30%-58.2pp | 373.66%-363.6pp |
| Employer contribution / active EE | $1,486 | $5,246-71.7% | $4,859-69.4% | $4,754-68.7% |
| Participant deferral / active EE | $1,619 | $8,103-80.0% | $7,760-79.1% | $6,712-75.9% |
| Admin fee / account holder | $3,214 | $12,406-74.1% | $10,767-70.2% | $11,409-71.8% |