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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 | $31,061 | $81,487-61.9% | $102,412-69.7% | $80,935-61.6% |
| Participation rate | 12.5% | 66.8%-54.3pp | 74.5%-62.0pp | 67.7%-55.2pp |
| Annual return | 7.75% | 25.60%-17.8pp | 24.94%-17.2pp | 35.66%-27.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $258 | $3,871-93.3% | $5,060-94.9% | $4,299-94.0% |
| Admin fee / account holder | $365 | $6,717-94.6% | $8,388-95.6% | $6,924-94.7% |