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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 | $30,130 | $43,075-30.1% | $74,577-59.6% | $62,881-52.1% |
| Participation rate | 32.5% | 58.1%-25.5pp | 68.1%-35.6pp | 69.3%-36.8pp |
| Annual return | 4.22% | 17.50%-13.3pp | 20.47%-16.2pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $739 | $2,389-69.1% | $3,458-78.6% | $3,203-76.9% |
| Admin fee / account holder | $698 | $2,840-75.4% | $4,138-83.1% | $4,296-83.7% |