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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 | $29,262 | $209,336-86.0% | $197,124-85.2% | $137,256-78.7% |
| Participation rate | 61.5% | 87.3%-25.8pp | 86.7%-25.2pp | 80.0%-18.4pp |
| Annual return | 10.68% | 48.09%-37.4pp | 44.34%-33.7pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,430 | $6,591-78.3% | $6,227-77.0% | $4,156-65.6% |
| Participant deferral / active EE | $1,729 | $9,614-82.0% | $9,135-81.1% | $6,407-73.0% |
| Admin fee / account holder | $8,619 | $17,308-50.2% | $16,298-47.1% | $12,270-29.8% |