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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 | $20,728 | $211,224-90.2% | $178,505-88.4% | $145,897-85.8% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 3.20% | 30.28%-27.1pp | 27.16%-24.0pp | 552.29%-549.1pp |
| Employer contribution / active EE | $822 | $4,577-82.0% | $3,955-79.2% | $4,663-82.4% |
| Participant deferral / active EE | $1,123 | $6,966-83.9% | $6,280-82.1% | $6,689-83.2% |
| Admin fee / account holder | $5,091 | $12,109-58.0% | $10,428-51.2% | $13,390-62.0% |