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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 | $20,502 | $175,231-88.3% | $149,696-86.3% | $139,466-85.3% |
| Participation rate | 29.4% | 83.4%-54.0pp | 78.8%-49.4pp | 80.3%-50.9pp |
| Annual return | 9.54% | 166.77%-157.2pp | 134.46%-124.9pp | 373.66%-364.1pp |
| Employer contribution / active EE | $2,502 | $5,478-54.3% | $4,821-48.1% | $4,754-47.4% |
| Participant deferral / active EE | $1,540 | $6,521-76.4% | $5,682-72.9% | $6,712-77.1% |
| Admin fee / account holder | $4,862 | $16,155-69.9% | $13,212-63.2% | $11,409-57.4% |