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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 | $15,985 | $115,917-86.2% | $100,535-84.1% | $158,982-89.9% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 0.61% | 34.80%-34.2pp | 30.90%-30.3pp | 302.99%-302.4pp |
| Employer contribution / active EE | $978 | $4,105-76.2% | $3,419-71.4% | $4,763-79.5% |
| Participant deferral / active EE | $1,269 | $6,677-81.0% | $6,271-79.8% | $5,983-78.8% |
| Admin fee / account holder | $12,137 | $11,002+10.3% | $8,085+50.1% | $11,252+7.9% |