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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 | $107,666-86.6% | $102,184-85.9% | $154,746-90.7% |
| Participation rate | 35.7% | 83.7%-48.0pp | 82.6%-46.9pp | 80.7%-45.0pp |
| Annual return | 1.48% | 29.33%-27.9pp | 31.58%-30.1pp | 172.34%-170.9pp |
| Employer contribution / active EE | $193 | $3,846-95.0% | $3,594-94.6% | $4,379-95.6% |
| Participant deferral / active EE | $281 | $8,719-96.8% | $8,309-96.6% | $6,730-95.8% |
| Admin fee / account holder | $56,195 | $12,943+334.2% | $11,609+384.1% | $14,365+291.2% |