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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 | $51,913 | $66,764-22.2% | $88,497-41.3% | $62,881-17.4% |
| Participation rate | 34.1% | 77.3%-43.1pp | 82.4%-48.3pp | 69.3%-35.2pp |
| Annual return | 4.83% | 10.37%-5.5pp | 7.63%-2.8pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $4,036-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $551 | $3,976-86.1% | $4,899-88.8% | $3,203-82.8% |
| Admin fee / account holder | $7,853 | $4,668+68.2% | $6,220+26.3% | $4,296+82.8% |