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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 | $34,730 | $78,027-55.5% | $178,528-80.5% | $80,925-57.1% |
| Participation rate | 26.8% | 65.7%-38.9pp | 77.1%-50.3pp | 67.7%-40.9pp |
| Annual return | 5.33% | 18.09%-12.8pp | 27.11%-21.8pp | 35.65%-30.3pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,394 | $4,408-68.4% | $6,278-77.8% | $4,299-67.6% |
| Admin fee / account holder | $747 | $7,168-89.6% | $10,419-92.8% | $6,940-89.2% |