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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 | $211,239-90.2% | $178,528-88.4% | $145,877-85.8% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 3.20% | 30.22%-27.0pp | 27.11%-23.9pp | 551.28%-548.1pp |
| Employer contribution / active EE | $822 | $4,570-82.0% | $3,950-79.2% | $4,663-82.4% |
| Participant deferral / active EE | $1,123 | $6,963-83.9% | $6,278-82.1% | $6,691-83.2% |
| Admin fee / account holder | $5,091 | $12,095-57.9% | $10,419-51.1% | $13,402-62.0% |