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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 | $17,718 | $72,071-75.4% | $68,368-74.1% | $137,256-87.1% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | 11.99% | 353.14%-341.2pp | 292.57%-280.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $530 | $2,788-81.0% | $2,649-80.0% | $4,156-87.2% |
| Participant deferral / active EE | $569 | $4,410-87.1% | $4,123-86.2% | $6,407-91.1% |
| Admin fee / account holder | $5,880 | $5,336+10.2% | $5,150+14.2% | $12,270-52.1% |