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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 | $30,354 | $201,370-84.9% | $184,256-83.5% | $145,897-79.2% |
| Participation rate | 52.9% | 87.5%-34.6pp | 86.8%-33.9pp | 80.3%-27.4pp |
| Annual return | 9.25% | 29.05%-19.8pp | 28.85%-19.6pp | 552.29%-543.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,573 | $9,808-84.0% | $9,133-82.8% | $6,689-76.5% |
| Admin fee / account holder | $21,945 | $16,364+34.1% | $13,899+57.9% | $13,390+63.9% |