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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 | $36,080 | $76,551-52.9% | $123,894-70.9% | $62,881-42.6% |
| Participation rate | 68.6% | 73.0%-4.4pp | 81.4%-12.8pp | 69.3%-0.7pp |
| Annual return | 4.71% | 18.68%-14.0pp | 47.52%-42.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,195 | $4,840-75.3% | $5,984-80.0% | $3,203-62.7% |
| Admin fee / account holder | $1,675 | $4,826-65.3% | $8,357-80.0% | $4,296-61.0% |