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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 | $115,901-86.2% | $100,525-84.1% | $158,931-89.9% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 0.61% | 34.80%-34.2pp | 30.89%-30.3pp | 302.86%-302.3pp |
| Employer contribution / active EE | $978 | $4,104-76.2% | $3,418-71.4% | $4,761-79.5% |
| Participant deferral / active EE | $1,269 | $6,675-81.0% | $6,270-79.8% | $5,982-78.8% |
| Admin fee / account holder | $12,137 | $10,998+10.4% | $8,082+50.2% | $11,247+7.9% |