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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 | $30,746 | $175,231-82.5% | $149,696-79.5% | $139,466-78.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 8.64% | 166.77%-158.1pp | 134.46%-125.8pp | 373.66%-365.0pp |
| Employer contribution / active EE | $1,963 | $5,478-64.2% | $4,821-59.3% | $4,754-58.7% |
| Participant deferral / active EE | $1,207 | $6,521-81.5% | $5,682-78.8% | $6,712-82.0% |
| Admin fee / account holder | $12,722 | $16,155-21.3% | $13,212-3.7% | $11,409+11.5% |