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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 | $31,275 | $84,953-63.2% | $163,379-80.9% | $82,637-62.2% |
| Participation rate | 54.3% | 65.9%-11.7pp | 76.8%-22.6pp | 68.1%-13.8pp |
| Annual return | 11.01% | 23.07%-12.1pp | 63.41%-52.4pp | 53.51%-42.5pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,003 | $4,326-76.8% | $6,282-84.0% | $4,126-75.7% |
| Admin fee / account holder | $1,788 | $7,921-77.4% | $9,818-81.8% | $7,339-75.6% |