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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 | $28,625 | $201,264-85.8% | $184,185-84.5% | $145,978-80.4% |
| Participation rate | 14.3% | 87.5%-73.2pp | 86.8%-72.5pp | 80.3%-66.0pp |
| Annual return | 6.54% | 29.00%-22.5pp | 28.81%-22.3pp | 550.52%-544.0pp |
| Employer contribution / active EE | $12,058 | $7,021+71.7% | $6,426+87.7% | $4,662+158.7% |
| Participant deferral / active EE | $685 | $9,806-93.0% | $9,132-92.5% | $6,690-89.8% |
| Admin fee / account holder | $329,478 | $16,376+1912.0% | $13,909+2268.8% | $13,400+2358.7% |