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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 | $33,919 | $76,551-55.7% | $123,894-72.6% | $62,881-46.1% |
| Participation rate | 57.1% | 73.0%-15.8pp | 81.4%-24.3pp | 69.3%-12.2pp |
| Annual return | 4.18% | 18.68%-14.5pp | 47.52%-43.3pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,498 | $4,840-69.0% | $5,984-75.0% | $3,203-53.2% |
| Admin fee / account holder | $587 | $4,826-87.8% | $8,357-93.0% | $4,296-86.3% |