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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 | $31,038 | $81,476-61.9% | $102,383-69.7% | $80,925-61.6% |
| Participation rate | 51.6% | 66.8%-15.2pp | 74.5%-22.9pp | 67.7%-16.0pp |
| Annual return | 8.16% | 25.59%-17.4pp | 24.94%-16.8pp | 35.65%-27.5pp |
| Employer contribution / active EE | $7,324 | $3,105+135.9% | $3,870+89.2% | $2,756+165.7% |
| Participant deferral / active EE | $77 | $3,871-98.0% | $5,060-98.5% | $4,299-98.2% |
| Admin fee / account holder | $2,014 | $6,717-70.0% | $8,391-76.0% | $6,940-71.0% |