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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 | $20,463 | $183,627-88.9% | $155,602-86.8% | $145,978-86.0% |
| Participation rate | 40.9% | 82.7%-41.8pp | 78.2%-37.3pp | 80.3%-39.4pp |
| Annual return | 7.14% | 61.32%-54.2pp | 64.81%-57.7pp | 550.52%-543.4pp |
| Employer contribution / active EE | $1,331 | $5,316-75.0% | $4,675-71.5% | $4,662-71.4% |
| Participant deferral / active EE | $626 | $6,466-90.3% | $5,629-88.9% | $6,690-90.6% |
| Admin fee / account holder | $5,598 | $19,327-71.0% | $15,923-64.8% | $13,400-58.2% |