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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 | $201,372-85.8% | $184,260-84.5% | $145,884-80.4% |
| Participation rate | 14.3% | 87.5%-73.2pp | 86.8%-72.5pp | 80.3%-66.0pp |
| Annual return | 6.54% | 29.04%-22.5pp | 28.84%-22.3pp | 551.85%-545.3pp |
| Employer contribution / active EE | $12,058 | $7,024+71.7% | $6,427+87.6% | $4,662+158.6% |
| Participant deferral / active EE | $685 | $9,808-93.0% | $9,133-92.5% | $6,690-89.8% |
| Admin fee / account holder | $329,478 | $16,362+1913.7% | $13,898+2270.7% | $13,392+2360.3% |