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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 | $16,278 | $105,145-84.5% | $94,664-82.8% | $139,466-88.3% |
| Participation rate | 57.1% | 82.4%-25.2pp | 80.8%-23.7pp | 80.3%-23.2pp |
| Annual return | 5.91% | 38.09%-32.2pp | 156.84%-150.9pp | 373.66%-367.8pp |
| Employer contribution / active EE | $1,609 | $4,107-60.8% | $3,673-56.2% | $4,754-66.2% |
| Participant deferral / active EE | $1,609 | $7,599-78.8% | $7,417-78.3% | $6,712-76.0% |
| Admin fee / account holder | $7,086 | $8,972-21.0% | $7,222-1.9% | $11,409-37.9% |