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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 | $10,785 | $99,380-89.1% | $90,312-88.1% | $155,188-93.1% |
| Participation rate | 66.7% | 77.3%-10.7pp | 72.9%-6.2pp | 80.8%-14.1pp |
| Annual return | 3.77% | 19.35%-15.6pp | 18.90%-15.1pp | 148.84%-145.1pp |
| Employer contribution / active EE | $241 | $2,390-89.9% | $2,243-89.2% | $4,248-94.3% |
| Participant deferral / active EE | $341 | $4,212-91.9% | $3,749-90.9% | $6,531-94.8% |
| Admin fee / account holder | $539 | $9,766-94.5% | $8,248-93.5% | $14,480-96.3% |