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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 | $31,729 | $41,377-23.3% | $109,313-71.0% | $62,881-49.5% |
| Participation rate | 31.3% | 57.5%-26.3pp | 71.3%-40.0pp | 69.3%-38.1pp |
| Annual return | 3.70% | 11.05%-7.3pp | 22.07%-18.4pp | 20.14%-16.4pp |
| Employer contribution / active EE | $481 | $1,276-62.3% | $3,892-87.6% | $2,281-78.9% |
| Participant deferral / active EE | $691 | $2,045-66.2% | $3,166-78.2% | $3,203-78.4% |
| Admin fee / account holder | $2,696 | $2,884-6.5% | $5,666-52.4% | $4,296-37.2% |