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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 | $15,608 | $48,300-67.7% | $40,145,923-100.0% | $62,881-75.2% |
| Participation rate | 33.8% | 62.0%-28.3pp | 68.4%-34.6pp | 69.3%-35.5pp |
| Annual return | 4.30% | 6.95%-2.7pp | 5.24%-0.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $428 | $1,333-67.9% | $1,844-76.8% | $2,281-81.2% |
| Participant deferral / active EE | $506 | $2,388-78.8% | $2,591-80.5% | $3,203-84.2% |
| Admin fee / account holder | $920 | $2,919-68.5% | $2,903-68.3% | $4,296-78.6% |