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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 | $14,914 | $211,105-92.9% | $178,449-91.6% | $145,978-89.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 7.49% | 30.19%-22.7pp | 27.09%-19.6pp | 550.52%-543.0pp |
| Employer contribution / active EE | $642 | $4,569-85.9% | $3,951-83.7% | $4,662-86.2% |
| Participant deferral / active EE | $803 | $6,959-88.5% | $6,277-87.2% | $6,690-88.0% |
| Admin fee / account holder | $546 | $12,017-95.5% | $10,362-94.7% | $13,400-95.9% |