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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 | $21,519 | $148,582-85.5% | $135,942-84.2% | $139,456-84.6% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 10.67% | 79.26%-68.6pp | 68.28%-57.6pp | 373.45%-362.8pp |
| Employer contribution / active EE | $1,170 | $5,245-77.7% | $4,858-75.9% | $4,753-75.4% |
| Participant deferral / active EE | $2,472 | $8,101-69.5% | $7,759-68.1% | $6,711-63.2% |
| Admin fee / account holder | $3,766 | $12,402-69.6% | $10,764-65.0% | $11,407-67.0% |