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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 | $211,105-88.7% | $178,449-86.6% | $145,978-83.7% |
| Participation rate | 16.7% | 80.8%-64.1pp | 77.1%-60.4pp | 80.3%-63.6pp |
| Annual return | 6.60% | 30.19%-23.6pp | 27.09%-20.5pp | 550.52%-543.9pp |
| Employer contribution / active EE | $3,075 | $4,569-32.7% | $3,951-22.2% | $4,662-34.0% |
| Participant deferral / active EE | $1,060 | $6,959-84.8% | $6,277-83.1% | $6,690-84.2% |
| Admin fee / account holder | $4,400 | $12,017-63.4% | $10,362-57.5% | $13,400-67.2% |