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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 | $29,461 | $57,140-48.4% | $85,240-65.4% | $80,959-63.6% |
| Participation rate | 7.5% | 56.4%-48.9pp | 67.5%-60.0pp | 67.7%-60.1pp |
| Annual return | 5.29% | 21.71%-16.4pp | 66.75%-61.5pp | 35.67%-30.4pp |
| Employer contribution / active EE | $294 | $1,802-83.7% | $2,735-89.3% | $2,757-89.3% |
| Participant deferral / active EE | $775 | $3,115-75.1% | $4,527-82.9% | $4,300-82.0% |
| Admin fee / account holder | $1,174 | $4,992-76.5% | $6,165-81.0% | $6,925-83.1% |