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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 | $19,059 | $160,040-88.1% | $147,096-87.0% | $145,877-86.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 9.06% | 98.49%-89.4pp | 419.75%-410.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $1,266 | $5,289-76.1% | $4,936-74.3% | $4,663-72.8% |
| Participant deferral / active EE | $1,749 | $8,429-79.3% | $8,071-78.3% | $6,691-73.9% |
| Admin fee / account holder | $2,511 | $15,050-83.3% | $13,005-80.7% | $13,402-81.3% |