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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 | $28,237 | $150,346-81.2% | $120,524-76.6% | $145,877-80.6% |
| Participation rate | 57.1% | 78.8%-21.6pp | 71.9%-14.8pp | 80.3%-23.2pp |
| Annual return | 8.23% | 154.40%-146.2pp | 107.36%-99.1pp | 551.28%-543.1pp |
| Employer contribution / active EE | $1,608 | $4,353-63.0% | $3,469-53.6% | $4,663-65.5% |
| Participant deferral / active EE | $479 | $6,172-92.2% | $4,994-90.4% | $6,691-92.8% |
| Admin fee / account holder | $3,416 | $12,215-72.0% | $9,440-63.8% | $13,402-74.5% |