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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 | $65,246-52.8% | $98,716-68.8% | $67,986-54.7% |
| Participation rate | 48.8% | 51.4%-2.7pp | 69.3%-20.5pp | 57.2%-8.4pp |
| Annual return | 11.26% | 20.58%-9.3pp | 31.81%-20.5pp | 31.67%-20.4pp |
| Employer contribution / active EE | $1,691 | $1,042+62.2% | $2,279-25.8% | $2,019-16.3% |
| Participant deferral / active EE | $0 | $2,594-100.0% | $4,048-100.0% | $3,358-100.0% |
| Admin fee / account holder | $1,681 | $4,561-63.1% | $8,703-80.7% | $3,203-47.5% |