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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 | $29,083 | $125,237-76.8% | $105,608-72.5% | $145,877-80.1% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 7.97% | 225.76%-217.8pp | 116.50%-108.5pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,749 | $3,720-26.1% | $3,167-13.2% | $4,663-41.0% |
| Participant deferral / active EE | $957 | $5,711-83.2% | $5,010-80.9% | $6,691-85.7% |
| Admin fee / account holder | $20,518 | $17,287+18.7% | $11,028+86.1% | $13,402+53.1% |