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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 | $26,328 | $185,312-85.8% | $161,489-83.7% | $154,746-83.0% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.7%-24.2pp | 80.7%-26.2pp |
| Annual return | 9.87% | 103.84%-94.0pp | 89.72%-79.8pp | 172.34%-162.5pp |
| Employer contribution / active EE | $1,426 | $4,769-70.1% | $4,268-66.6% | $4,379-67.4% |
| Participant deferral / active EE | $1,870 | $6,350-70.6% | $5,630-66.8% | $6,730-72.2% |
| Admin fee / account holder | $17,752 | $18,654-4.8% | $16,006+10.9% | $14,365+23.6% |