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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 | $30,940 | $77,472-60.1% | $100,392-69.2% | $80,935-61.8% |
| Participation rate | 45.8% | 76.9%-31.1pp | 81.5%-35.7pp | 67.7%-21.8pp |
| Annual return | 11.10% | 37.26%-26.2pp | 49.45%-38.4pp | 35.66%-24.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,269 | $6,818-81.4% | $8,090-84.3% | $4,299-70.5% |
| Admin fee / account holder | $6,476 | $5,885+10.0% | $7,904-18.1% | $6,924-6.5% |