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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 | $79,894-61.2% | $135,792-77.2% | $82,637-62.5% |
| Participation rate | 61.8% | 63.0%-1.2pp | 72.6%-10.8pp | 68.1%-6.3pp |
| Annual return | 4.18% | 17.20%-13.0pp | 25.96%-21.8pp | 53.51%-49.3pp |
| Employer contribution / active EE | $1,977 | $2,165-8.7% | $3,496-43.4% | $2,552-22.5% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $4,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,400 | $6,434-78.2% | $12,266-88.6% | $7,339-80.9% |