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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 | $31,342 | $51,708-39.4% | $106,619-70.6% | $62,881-50.2% |
| Participation rate | 51.1% | 66.9%-15.7pp | 78.0%-26.9pp | 69.3%-18.2pp |
| Annual return | 4.28% | 4.69%-0.4pp | 9.42%-5.1pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $674 | $2,315-70.9% | $3,930-82.8% | $3,203-79.0% |
| Admin fee / account holder | $2,178 | $3,349-35.0% | $6,418-66.1% | $4,296-49.3% |