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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 | $23,861 | $211,288-88.7% | $178,540-86.6% | $145,884-83.6% |
| Participation rate | 16.7% | 80.8%-64.1pp | 77.1%-60.4pp | 80.3%-63.6pp |
| Annual return | 6.60% | 30.27%-23.7pp | 27.15%-20.6pp | 551.85%-545.3pp |
| Employer contribution / active EE | $3,075 | $4,574-32.8% | $3,953-22.2% | $4,662-34.0% |
| Participant deferral / active EE | $1,060 | $6,967-84.8% | $6,281-83.1% | $6,690-84.2% |
| Admin fee / account holder | $4,400 | $12,105-63.7% | $10,424-57.8% | $13,392-67.1% |