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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 | $51,640 | $63,764-19.0% | $81,926-37.0% | $79,858-35.3% |
| Participation rate | 29.1% | 67.5%-38.4pp | 72.0%-42.9pp | 69.6%-40.5pp |
| Annual return | 4.78% | 22.66%-17.9pp | 29.49%-24.7pp | 31.72%-26.9pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $953 | $2,780-65.7% | $7,108-86.6% | $3,740-74.5% |
| Admin fee / account holder | $4,281 | $4,426-3.3% | $5,159-17.0% | $5,306-19.3% |