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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 | $18,160 | $154,228-88.2% | $145,433-87.5% | $137,256-86.8% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 11.69% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $982 | $4,804-79.6% | $4,554-78.4% | $4,156-76.4% |
| Participant deferral / active EE | $1,191 | $8,216-85.5% | $7,897-84.9% | $6,407-81.4% |
| Admin fee / account holder | $39,858 | $14,344+177.9% | $13,129+203.6% | $12,270+224.8% |