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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 | $24,228 | $129,737-81.3% | $119,126-79.7% | $154,746-84.3% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 7.35% | 379.08%-371.7pp | 282.11%-274.8pp | 172.34%-165.0pp |
| Employer contribution / active EE | $7,867 | $4,375+79.8% | $4,034+95.0% | $4,379+79.6% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $18,536 | $11,961+55.0% | $10,693+73.3% | $14,365+29.0% |