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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 | $31,618 | $77,962-59.4% | $178,540-82.3% | $80,935-60.9% |
| Participation rate | 17.6% | 65.7%-48.0pp | 77.1%-59.5pp | 67.7%-50.0pp |
| Annual return | 9.72% | 18.10%-8.4pp | 27.15%-17.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $874 | $4,404-80.2% | $6,281-86.1% | $4,299-79.7% |
| Admin fee / account holder | $1,128 | $7,156-84.2% | $10,424-89.2% | $6,924-83.7% |