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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 | $20,010 | $100,073-80.0% | $85,126-76.5% | $145,877-86.3% |
| Participation rate | 23.1% | 74.1%-51.0pp | 67.5%-44.4pp | 80.3%-57.2pp |
| Annual return | 7.52% | 84.11%-76.6pp | 66.63%-59.1pp | 551.28%-543.8pp |
| Employer contribution / active EE | $562 | $3,236-82.6% | $2,731-79.4% | $4,663-87.9% |
| Participant deferral / active EE | $797 | $5,294-84.9% | $4,523-82.4% | $6,691-88.1% |
| Admin fee / account holder | $2,147 | $7,261-70.4% | $6,160-65.1% | $13,402-84.0% |