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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 | $31,248 | $86,922-64.1% | $102,438-69.5% | $80,874-61.4% |
| Participation rate | 25.9% | 72.4%-46.5pp | 76.5%-50.6pp | 67.6%-41.7pp |
| Annual return | 6.78% | 18.90%-12.1pp | 29.37%-22.6pp | 35.62%-28.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $656 | $4,119-84.1% | $5,054-87.0% | $4,297-84.7% |
| Admin fee / account holder | $615 | $8,050-92.4% | $9,448-93.5% | $6,935-91.1% |