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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 | $67,328 | $201,370-66.6% | $184,256-63.5% | $145,897-53.9% |
| Participation rate | 64.3% | 87.5%-23.2pp | 86.8%-22.5pp | 80.3%-16.0pp |
| Annual return | 8.58% | 29.05%-20.5pp | 28.85%-20.3pp | 552.29%-543.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,856 | $9,808-81.1% | $9,133-79.7% | $6,689-72.3% |
| Admin fee / account holder | $21,172 | $16,364+29.4% | $13,899+52.3% | $13,390+58.1% |