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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 | $18,229 | $103,164-82.3% | $90,259-79.8% | $154,746-88.2% |
| Participation rate | 36.4% | 76.1%-39.7pp | 70.7%-34.4pp | 80.7%-44.3pp |
| Annual return | 4.67% | 19.25%-14.6pp | 18.88%-14.2pp | 172.34%-167.7pp |
| Employer contribution / active EE | $140 | $2,532-94.5% | $2,291-93.9% | $4,379-96.8% |
| Participant deferral / active EE | $146 | $4,422-96.7% | $3,827-96.2% | $6,730-97.8% |
| Admin fee / account holder | $763 | $8,593-91.1% | $7,267-89.5% | $14,365-94.7% |