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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 | $60,058 | $77,962-23.0% | $178,540-66.4% | $80,935-25.8% |
| Participation rate | 27.5% | 65.7%-38.2pp | 77.1%-49.6pp | 67.7%-40.2pp |
| Annual return | 7.55% | 18.10%-10.5pp | 27.15%-19.6pp | 35.66%-28.1pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $841 | $4,404-80.9% | $6,281-86.6% | $4,299-80.4% |
| Admin fee / account holder | $2,428 | $7,156-66.1% | $10,424-76.7% | $6,924-64.9% |