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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 | $28,033 | $201,372-86.1% | $184,260-84.8% | $145,884-80.8% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 6.92% | 29.04%-22.1pp | 28.84%-21.9pp | 551.85%-544.9pp |
| Employer contribution / active EE | $2,184 | $7,024-68.9% | $6,427-66.0% | $4,662-53.2% |
| Participant deferral / active EE | $1,987 | $9,808-79.7% | $9,133-78.2% | $6,690-70.3% |
| Admin fee / account holder | $54,143 | $16,362+230.9% | $13,898+289.6% | $13,392+304.3% |