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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 | $27,656 | $201,264-86.3% | $184,185-85.0% | $145,978-81.1% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 6.08% | 29.00%-22.9pp | 28.81%-22.7pp | 550.52%-544.4pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,854 | $9,806-81.1% | $9,132-79.7% | $6,690-72.3% |
| Admin fee / account holder | $18,357 | $16,376+12.1% | $13,909+32.0% | $13,400+37.0% |