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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 | $17,932 | $160,070-88.8% | $147,117-87.8% | $145,897-87.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 5.90% | 98.69%-92.8pp | 420.54%-414.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $1,334 | $5,285-74.8% | $4,932-73.0% | $4,663-71.4% |
| Participant deferral / active EE | $1,586 | $8,419-81.2% | $8,065-80.3% | $6,689-76.3% |
| Admin fee / account holder | $17,319 | $15,035+15.2% | $12,993+33.3% | $13,390+29.3% |