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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 | $30,792 | $63,456-51.5% | $100,712-69.4% | $64,097-52.0% |
| Participation rate | 48.8% | 49.7%-0.9pp | 69.3%-20.5pp | 55.2%-6.4pp |
| Annual return | 11.26% | 19.65%-8.4pp | 33.27%-22.0pp | 34.64%-23.4pp |
| Employer contribution / active EE | $1,691 | $1,003+68.6% | $2,313-26.9% | $1,891-10.6% |
| Participant deferral / active EE | $0 | $2,463-100.0% | $4,085-100.0% | $3,080-100.0% |
| Admin fee / account holder | $1,681 | $4,808-65.0% | $9,256-81.8% | $3,454-51.3% |