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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 | $21,373 | $72,273-70.4% | $101,275-78.9% | $79,856-73.2% |
| Participation rate | 61.9% | 68.5%-6.6pp | 75.8%-13.9pp | 69.6%-7.7pp |
| Annual return | 9.45% | 22.30%-12.8pp | 46.48%-37.0pp | 31.71%-22.3pp |
| Employer contribution / active EE | $4,091 | $2,691+52.0% | $3,660+11.8% | $2,471+65.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $9,936 | $4,401+125.8% | $5,948+67.1% | $5,306+87.3% |