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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 | $31,270 | $86,940-64.0% | $102,434-69.5% | $80,935-61.4% |
| Participation rate | 57.7% | 72.4%-14.7pp | 76.5%-18.8pp | 67.7%-10.0pp |
| Annual return | 7.68% | 18.89%-11.2pp | 29.46%-21.8pp | 35.66%-28.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $529 | $4,121-87.2% | $5,055-89.5% | $4,299-87.7% |
| Admin fee / account holder | $4,838 | $8,047-39.9% | $9,462-48.9% | $6,924-30.1% |