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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 | $11,926 | $100,970-88.2% | $96,576-87.7% | $137,256-91.3% |
| Participation rate | 37.5% | 82.6%-45.1pp | 81.4%-43.9pp | 80.0%-42.5pp |
| Annual return | 10.63% | 38.16%-27.5pp | 38.47%-27.8pp | 220.34%-209.7pp |
| Employer contribution / active EE | $209 | $3,809-94.5% | $3,553-94.1% | $4,156-95.0% |
| Participant deferral / active EE | $382 | $8,286-95.4% | $7,956-95.2% | $6,407-94.0% |
| Admin fee / account holder | $3,358 | $11,312-70.3% | $11,381-70.5% | $12,270-72.6% |