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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 | $31,000 | $77,896-60.2% | $134,172-76.9% | $82,448-62.4% |
| Participation rate | 61.8% | 62.8%-1.0pp | 72.5%-10.7pp | 68.1%-6.3pp |
| Annual return | 4.18% | 18.21%-14.0pp | 25.30%-21.1pp | 41.64%-37.5pp |
| Employer contribution / active EE | $1,977 | $2,159-8.4% | $3,420-42.2% | $2,551-22.5% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,400 | $6,336-77.9% | $12,016-88.3% | $7,234-80.6% |