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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 | $30,826 | $77,472-60.2% | $100,392-69.3% | $80,935-61.9% |
| Participation rate | 28.6% | 76.9%-48.4pp | 81.5%-52.9pp | 67.7%-39.1pp |
| Annual return | 9.34% | 37.26%-27.9pp | 49.45%-40.1pp | 35.66%-26.3pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $772 | $6,818-88.7% | $8,090-90.5% | $4,299-82.1% |
| Admin fee / account holder | $2,002 | $5,885-66.0% | $7,904-74.7% | $6,924-71.1% |