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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 | $31,400 | $124,425-74.8% | $112,040-72.0% | $137,256-77.1% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 8.25% | 24.72%-16.5pp | 24.52%-16.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $828 | $3,411-75.7% | $2,954-72.0% | $4,156-80.1% |
| Participant deferral / active EE | $1,684 | $5,718-70.6% | $5,098-67.0% | $6,407-73.7% |
| Admin fee / account holder | $20,842 | $15,207+37.1% | $12,098+72.3% | $12,270+69.9% |