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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 | $30,770 | $76,551-59.8% | $123,894-75.2% | $62,881-51.1% |
| Participation rate | 40.0% | 73.0%-33.0pp | 81.4%-41.4pp | 69.3%-29.3pp |
| Annual return | 4.87% | 18.68%-13.8pp | 47.52%-42.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $860 | $4,840-82.2% | $5,984-85.6% | $3,203-73.1% |
| Admin fee / account holder | $5,241 | $4,826+8.6% | $8,357-37.3% | $4,296+22.0% |