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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 | $11,973 | $59,440-79.9% | $70,160-82.9% | $75,173-84.1% |
| Participation rate | 35.7% | 71.6%-35.9pp | 78.8%-43.1pp | 67.2%-31.5pp |
| Annual return | 12.11% | 18.53%-6.4pp | 19.08%-7.0pp | 160.72%-148.6pp |
| Employer contribution / active EE | $641 | $3,307-80.6% | $4,285-85.0% | $2,671-76.0% |
| Participant deferral / active EE | $642 | $3,653-82.4% | $5,394-88.1% | $4,126-84.5% |
| Admin fee / account holder | $5,880 | $4,401+33.6% | $4,582+28.3% | $5,651+4.1% |