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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 | $15,843 | $102,245-84.5% | $89,340-82.3% | $137,256-88.5% |
| Participation rate | 11.8% | 74.9%-63.1pp | 69.6%-57.8pp | 80.0%-68.2pp |
| Annual return | 4.56% | 21.89%-17.3pp | 20.57%-16.0pp | 220.34%-215.8pp |
| Employer contribution / active EE | $178 | $2,529-93.0% | $2,231-92.0% | $4,156-95.7% |
| Participant deferral / active EE | $230 | $4,436-94.8% | $3,823-94.0% | $6,407-96.4% |
| Admin fee / account holder | $11,513 | $8,085+42.4% | $6,704+71.7% | $12,270-6.2% |