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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 | $31,669 | $201,344-84.3% | $184,243-82.8% | $145,877-78.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 8.35% | 29.01%-20.7pp | 28.82%-20.5pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,605 | $7,022-77.2% | $6,427-75.0% | $4,663-65.6% |
| Participant deferral / active EE | $1,668 | $9,807-83.0% | $9,132-81.7% | $6,691-75.1% |
| Admin fee / account holder | $34,530 | $16,382+110.8% | $13,914+148.2% | $13,402+157.6% |