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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 | $14,310 | $96,508-85.2% | $75,901-81.1% | $152,897-90.6% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.3%-29.3pp | 82.5%-42.5pp |
| Annual return | 9.11% | 33.99%-24.9pp | 30.76%-21.7pp | 345.43%-336.3pp |
| Employer contribution / active EE | $611 | $3,310-81.5% | $2,501-75.6% | $4,764-87.2% |
| Participant deferral / active EE | $611 | $4,554-86.6% | $3,603-83.0% | $5,851-89.6% |
| Admin fee / account holder | $535 | $8,081-93.4% | $5,420-90.1% | $11,599-95.4% |