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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 | $102,609-86.0% | $98,090-85.3% | $138,895-89.6% |
| Participation rate | 35.7% | 82.8%-47.1pp | 81.5%-45.8pp | 79.9%-44.2pp |
| Annual return | 1.48% | 36.44%-35.0pp | 37.05%-35.6pp | 145.39%-143.9pp |
| Employer contribution / active EE | $193 | $3,867-95.0% | $3,606-94.6% | $4,194-95.4% |
| Participant deferral / active EE | $281 | $8,167-96.6% | $7,845-96.4% | $6,396-95.6% |
| Admin fee / account holder | $56,195 | $11,434+391.5% | $11,815+375.6% | $12,562+347.3% |