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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 | $14,541 | $123,155-88.2% | $108,753-86.6% | $155,188-90.6% |
| Participation rate | 42.9% | 75.6%-32.8pp | 71.1%-28.2pp | 80.8%-37.9pp |
| Annual return | 5.68% | 44.73%-39.1pp | 37.47%-31.8pp | 148.84%-143.2pp |
| Employer contribution / active EE | $638 | $2,811-77.3% | $2,427-73.7% | $4,248-85.0% |
| Participant deferral / active EE | $771 | $4,623-83.3% | $4,115-81.3% | $6,531-88.2% |
| Admin fee / account holder | $6,317 | $12,126-47.9% | $10,320-38.8% | $14,480-56.4% |