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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 | $80,855-61.7% | $153,416-79.8% | $86,983-64.4% |
| Participation rate | 61.8% | 64.1%-2.4pp | 74.3%-12.6pp | 69.5%-7.8pp |
| Annual return | 4.18% | 16.18%-12.0pp | 17.84%-13.7pp | 25.83%-21.7pp |
| Employer contribution / active EE | $1,977 | $2,308-14.3% | $3,764-47.5% | $2,584-23.5% |
| Participant deferral / active EE | $0 | $3,333-100.0% | $4,723-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,400 | $6,908-79.7% | $13,095-89.3% | $7,856-82.2% |