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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 | $18,847 | $185,312-89.8% | $161,489-88.3% | $154,746-87.8% |
| Participation rate | 61.5% | 82.5%-20.9pp | 78.7%-17.2pp | 80.7%-19.2pp |
| Annual return | 8.12% | 103.84%-95.7pp | 89.72%-81.6pp | 172.34%-164.2pp |
| Employer contribution / active EE | $1,391 | $4,769-70.8% | $4,268-67.4% | $4,379-68.2% |
| Participant deferral / active EE | $1,774 | $6,350-72.1% | $5,630-68.5% | $6,730-73.6% |
| Admin fee / account holder | $4,367 | $18,654-76.6% | $16,006-72.7% | $14,365-69.6% |