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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 | $28,249 | $201,259-86.0% | $184,200-84.7% | $145,959-80.6% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 9.04% | 28.98%-19.9pp | 28.80%-19.8pp | 561.95%-552.9pp |
| Employer contribution / active EE | $1,510 | $7,018-78.5% | $6,424-76.5% | $4,661-67.6% |
| Participant deferral / active EE | $2,815 | $9,806-71.3% | $9,132-69.2% | $6,689-57.9% |
| Admin fee / account holder | $11,783 | $16,372-28.0% | $13,907-15.3% | $13,398-12.1% |