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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 | $86,949-64.1% | $102,460-69.5% | $80,959-61.4% |
| Participation rate | 25.9% | 72.4%-46.5pp | 76.5%-50.6pp | 67.7%-41.7pp |
| Annual return | 6.78% | 18.89%-12.1pp | 29.47%-22.7pp | 35.67%-28.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $656 | $4,121-84.1% | $5,056-87.0% | $4,300-84.8% |
| Admin fee / account holder | $615 | $8,048-92.4% | $9,460-93.5% | $6,925-91.1% |