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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 | $45,780 | $77,472-40.9% | $100,392-54.4% | $80,935-43.4% |
| Participation rate | 28.1% | 76.9%-48.8pp | 81.5%-53.4pp | 67.7%-39.5pp |
| Annual return | 9.19% | 37.26%-28.1pp | 49.45%-40.3pp | 35.66%-26.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,206 | $6,818-82.3% | $8,090-85.1% | $4,299-72.0% |
| Admin fee / account holder | $658 | $5,885-88.8% | $7,904-91.7% | $6,924-90.5% |