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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 | $28,244 | $209,336-86.5% | $197,124-85.7% | $137,256-79.4% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 9.75% | 48.09%-38.3pp | 44.34%-34.6pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,394 | $9,614-85.5% | $9,135-84.7% | $6,407-78.2% |
| Admin fee / account holder | $18,295 | $17,308+5.7% | $16,298+12.2% | $12,270+49.1% |