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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 | $32,042 | $148,629-78.4% | $135,982-76.4% | $139,487-77.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 11.25% | 79.33%-68.1pp | 68.32%-57.1pp | 373.84%-362.6pp |
| Employer contribution / active EE | $1,692 | $5,247-67.7% | $4,859-65.2% | $4,755-64.4% |
| Participant deferral / active EE | $1,888 | $8,102-76.7% | $7,760-75.7% | $6,713-71.9% |
| Admin fee / account holder | $19,655 | $12,406+58.4% | $10,767+82.5% | $11,407+72.3% |