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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 | $14,415 | $100,970-85.7% | $96,576-85.1% | $137,256-89.5% |
| Participation rate | 35.7% | 82.6%-46.9pp | 81.4%-45.7pp | 80.0%-44.2pp |
| Annual return | 1.48% | 38.16%-36.7pp | 38.47%-37.0pp | 220.34%-218.9pp |
| Employer contribution / active EE | $193 | $3,809-94.9% | $3,553-94.6% | $4,156-95.4% |
| Participant deferral / active EE | $281 | $8,286-96.6% | $7,956-96.5% | $6,407-95.6% |
| Admin fee / account holder | $56,195 | $11,312+396.8% | $11,381+393.8% | $12,270+358.0% |