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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 | $62,384 | $97,648-36.1% | $121,663-48.7% | $87,485-28.7% |
| Participation rate | 31.5% | 70.5%-39.0pp | 74.5%-43.0pp | 68.9%-37.4pp |
| Annual return | 11.81% | 18.03%-6.2pp | 147.54%-135.7pp | 26.06%-14.3pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $782 | $3,923-80.1% | $4,887-84.0% | $4,274-81.7% |
| Admin fee / account holder | $2,673 | $11,100-75.9% | $14,289-81.3% | $7,775-65.6% |