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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 | $21,084 | $183,539-88.5% | $155,556-86.4% | $145,897-85.5% |
| Participation rate | 43.8% | 82.7%-39.0pp | 78.2%-34.5pp | 80.3%-36.6pp |
| Annual return | 7.03% | 61.31%-54.3pp | 64.84%-57.8pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,113 | $5,315-79.1% | $4,675-76.2% | $4,663-76.1% |
| Participant deferral / active EE | $1,791 | $6,467-72.3% | $5,631-68.2% | $6,689-73.2% |
| Admin fee / account holder | $500 | $19,275-97.4% | $15,885-96.9% | $13,390-96.3% |