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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 | $31,376 | $81,476-61.5% | $102,383-69.4% | $80,925-61.2% |
| Participation rate | 20.5% | 66.8%-46.3pp | 74.5%-54.0pp | 67.7%-47.1pp |
| Annual return | 6.14% | 25.59%-19.4pp | 24.94%-18.8pp | 35.65%-29.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $314 | $3,871-91.9% | $5,060-93.8% | $4,299-92.7% |
| Admin fee / account holder | $522 | $6,717-92.2% | $8,391-93.8% | $6,940-92.5% |