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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 | $23,772 | $160,040-85.1% | $147,096-83.8% | $145,877-83.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.93% | 98.49%-91.6pp | 419.75%-412.8pp | 551.28%-544.4pp |
| Employer contribution / active EE | $1,567 | $5,289-70.4% | $4,936-68.3% | $4,663-66.4% |
| Participant deferral / active EE | $2,240 | $8,429-73.4% | $8,071-72.2% | $6,691-66.5% |
| Admin fee / account holder | $947 | $15,050-93.7% | $13,005-92.7% | $13,402-92.9% |