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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 | $20,484 | $208,088-90.2% | $186,193-89.0% | $154,746-86.8% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 8.03% | 89.97%-81.9pp | 78.03%-70.0pp | 172.34%-164.3pp |
| Employer contribution / active EE | $6,264 | $4,340+44.3% | $3,918+59.9% | $4,379+43.1% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $10,961 | $11,698-6.3% | $11,058-0.9% | $14,365-23.7% |