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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 | $16,216 | $155,555-89.6% | $146,866-89.0% | $155,188-89.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 5.46% | 115.41%-109.9pp | 102.85%-97.4pp | 148.84%-143.4pp |
| Employer contribution / active EE | $860 | $4,647-81.5% | $4,425-80.6% | $4,248-79.8% |
| Participant deferral / active EE | $860 | $8,044-89.3% | $7,759-88.9% | $6,531-86.8% |
| Admin fee / account holder | $6,190 | $14,755-58.1% | $13,620-54.6% | $14,480-57.3% |