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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 | $21,928 | $154,228-85.8% | $145,433-84.9% | $137,256-84.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 8.79% | 74.59%-65.8pp | 66.58%-57.8pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,575 | $4,804-67.2% | $4,554-65.4% | $4,156-62.1% |
| Participant deferral / active EE | $1,015 | $8,216-87.7% | $7,897-87.2% | $6,407-84.2% |
| Admin fee / account holder | $15,570 | $14,344+8.6% | $13,129+18.6% | $12,270+26.9% |