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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 | $12,251 | $102,609-88.1% | $98,090-87.5% | $138,895-91.2% |
| Participation rate | 69.2% | 82.8%-13.5pp | 81.5%-12.3pp | 79.9%-10.7pp |
| Annual return | 10.77% | 36.44%-25.7pp | 37.05%-26.3pp | 145.39%-134.6pp |
| Employer contribution / active EE | $188 | $3,867-95.1% | $3,606-94.8% | $4,194-95.5% |
| Participant deferral / active EE | $505 | $8,167-93.8% | $7,845-93.6% | $6,396-92.1% |
| Admin fee / account holder | $5,841 | $11,434-48.9% | $11,815-50.6% | $12,562-53.5% |