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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 | $11,988 | $81,276-85.2% | $155,574-92.3% | $80,925-85.2% |
| Participation rate | 38.0% | 66.2%-28.2pp | 78.2%-40.2pp | 67.7%-29.7pp |
| Annual return | 9.18% | 33.36%-24.2pp | 64.87%-55.7pp | 35.65%-26.5pp |
| Employer contribution / active EE | $422 | $3,103-86.4% | $4,676-91.0% | $2,756-84.7% |
| Participant deferral / active EE | $514 | $3,453-85.1% | $5,629-90.9% | $4,299-88.0% |
| Admin fee / account holder | $482 | $7,993-94.0% | $15,914-97.0% | $6,940-93.0% |