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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 | $14,300 | $90,486-84.2% | $78,676-81.8% | $273,972-94.8% |
| Participation rate | 14.3% | 76.5%-62.2pp | 73.6%-59.3pp | 83.0%-68.7pp |
| Annual return | -0.07% | 75.62%-75.7pp | 62.19%-62.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $215 | $3,175-93.2% | $2,850-92.5% | $4,869-95.6% |
| Participant deferral / active EE | $432 | $3,901-88.9% | $3,517-87.7% | $5,287-91.8% |
| Admin fee / account holder | $459 | $5,263-91.3% | $4,510-89.8% | $10,133-95.5% |