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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 | $31,712 | $86,050-63.1% | $189,758-83.3% | $94,015-66.3% |
| Participation rate | 37.8% | 68.9%-31.1pp | 79.8%-42.0pp | 70.8%-33.0pp |
| Annual return | 7.93% | 17.77%-9.8pp | 52.62%-44.7pp | 17.84%-9.9pp |
| Employer contribution / active EE | $529 | $2,819-81.2% | $4,767-88.9% | $2,790-81.0% |
| Participant deferral / active EE | $874 | $3,349-73.9% | $5,856-85.1% | $4,249-79.4% |
| Admin fee / account holder | $5,563 | $6,627-16.0% | $20,388-72.7% | $8,951-37.8% |