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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 | $180,749-88.7% | $160,784-87.3% | $137,256-85.1% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 8.03% | 2234.46%-2226.4pp | 1803.92%-1795.9pp | 220.34%-212.3pp |
| Employer contribution / active EE | $6,264 | $4,155+50.8% | $3,733+67.8% | $4,156+50.7% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,961 | $10,397+5.4% | $9,717+12.8% | $12,270-10.7% |