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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 | $30,879 | $201,344-84.7% | $184,243-83.2% | $145,877-78.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 7.60% | 29.01%-21.4pp | 28.82%-21.2pp | 551.28%-543.7pp |
| Employer contribution / active EE | $1,990 | $7,022-71.7% | $6,427-69.0% | $4,663-57.3% |
| Participant deferral / active EE | $1,493 | $9,807-84.8% | $9,132-83.7% | $6,691-77.7% |
| Admin fee / account holder | $8,814 | $16,382-46.2% | $13,914-36.7% | $13,402-34.2% |