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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 | $22,671 | $165,381-86.3% | $149,730-84.9% | $158,966-85.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 6.35% | 348.29%-341.9pp | 276.70%-270.4pp | 302.95%-296.6pp |
| Employer contribution / active EE | $5,921 | $5,104+16.0% | $4,645+27.5% | $4,762+24.3% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $38,340 | $10,809+254.7% | $9,310+311.8% | $11,250+240.8% |