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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 | $14,241 | $81,358-82.5% | $155,556-90.8% | $80,959-82.4% |
| Participation rate | 12.1% | 66.3%-54.1pp | 78.2%-66.1pp | 67.7%-55.5pp |
| Annual return | 8.04% | 33.39%-25.3pp | 64.84%-56.8pp | 35.67%-27.6pp |
| Employer contribution / active EE | $464 | $3,106-85.1% | $4,675-90.1% | $2,757-83.2% |
| Participant deferral / active EE | $619 | $3,455-82.1% | $5,631-89.0% | $4,300-85.6% |
| Admin fee / account holder | $520 | $7,994-93.5% | $15,885-96.7% | $6,925-92.5% |