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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 | $28,502 | $110,337-74.2% | $102,383-72.2% | $145,877-80.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 7.65% | 24.83%-17.2pp | 24.94%-17.3pp | 551.28%-543.6pp |
| Employer contribution / active EE | $5,591 | $4,216+32.6% | $3,870+44.5% | $4,663+19.9% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $300 | $9,750-96.9% | $8,391-96.4% | $13,402-97.8% |