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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 | $14,139 | $37,446-62.2% | $77,513-81.8% | $79,852-82.3% |
| Participation rate | 19.2% | 41.5%-22.3pp | 54.2%-35.0pp | 69.6%-50.4pp |
| Annual return | 1.58% | 39.76%-38.2pp | 54.81%-53.2pp | 31.72%-30.1pp |
| Employer contribution / active EE | $315 | $637-50.5% | $987-68.1% | $2,471-87.2% |
| Participant deferral / active EE | $318 | $1,261-74.8% | $1,861-82.9% | $3,740-91.5% |
| Admin fee / account holder | $25,643 | $2,506+923.2% | $2,859+796.9% | $5,306+383.3% |