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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 | $30,438 | $81,457-62.6% | $103,378-70.6% | $80,911-62.4% |
| Participation rate | 11.1% | 66.8%-55.7pp | 74.5%-63.4pp | 67.6%-56.5pp |
| Annual return | 9.60% | 25.58%-16.0pp | 24.91%-15.3pp | 35.63%-26.0pp |
| Employer contribution / active EE | $1,783 | $3,107-42.6% | $3,870-53.9% | $2,756-35.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $776 | $6,717-88.4% | $8,401-90.8% | $6,935-88.8% |