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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 | $12,878 | $111,814-88.5% | $103,378-87.5% | $145,978-91.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 6.49% | 24.80%-18.3pp | 24.91%-18.4pp | 550.52%-544.0pp |
| Employer contribution / active EE | $873 | $4,215-79.3% | $3,870-77.4% | $4,662-81.3% |
| Participant deferral / active EE | $681 | $5,618-87.9% | $5,058-86.5% | $6,690-89.8% |
| Admin fee / account holder | $5,650 | $9,764-42.1% | $8,401-32.7% | $13,400-57.8% |