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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 | $26,187 | $156,398-83.3% | $147,318-82.2% | $138,895-81.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 9.22% | 78.75%-69.5pp | 70.43%-61.2pp | 145.39%-136.2pp |
| Employer contribution / active EE | $1,034 | $4,853-78.7% | $4,593-77.5% | $4,194-75.4% |
| Participant deferral / active EE | $1,824 | $8,237-77.9% | $7,906-76.9% | $6,396-71.5% |
| Admin fee / account holder | $23,275 | $14,976+55.4% | $13,708+69.8% | $12,562+85.3% |