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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 | $31,425 | $48,364-35.0% | $71,796-56.2% | $62,881-50.0% |
| Participation rate | 29.2% | 60.6%-31.4pp | 69.1%-39.9pp | 69.3%-40.1pp |
| Annual return | 4.41% | 13.16%-8.7pp | 78.04%-73.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $610 | $1,042-41.5% | $1,924-68.3% | $2,281-73.3% |
| Participant deferral / active EE | $892 | $2,091-57.4% | $2,794-68.1% | $3,203-72.2% |
| Admin fee / account holder | $7,194 | $3,771+90.7% | $4,815+49.4% | $4,296+67.5% |