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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 | $31,331 | $183,592-82.9% | $155,574-79.9% | $145,877-78.5% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 8.63% | 61.37%-52.7pp | 64.87%-56.2pp | 551.28%-542.7pp |
| Employer contribution / active EE | $1,074 | $5,317-79.8% | $4,676-77.0% | $4,663-77.0% |
| Participant deferral / active EE | $217 | $6,466-96.6% | $5,629-96.2% | $6,691-96.8% |
| Admin fee / account holder | $486 | $19,316-97.5% | $15,914-96.9% | $13,402-96.4% |