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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 | $17,032 | $148,582-88.5% | $135,942-87.5% | $139,456-87.8% |
| Participation rate | 52.6% | 83.9%-31.2pp | 81.9%-29.3pp | 80.3%-27.7pp |
| Annual return | 8.11% | 79.26%-71.2pp | 68.28%-60.2pp | 373.45%-365.3pp |
| Employer contribution / active EE | $1,455 | $5,245-72.3% | $4,858-70.0% | $4,753-69.4% |
| Participant deferral / active EE | $1,957 | $8,101-75.8% | $7,759-74.8% | $6,711-70.8% |
| Admin fee / account holder | $17,272 | $12,402+39.3% | $10,764+60.5% | $11,407+51.4% |