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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 | $34,714 | $51,708-32.9% | $106,619-67.4% | $62,881-44.8% |
| Participation rate | 26.8% | 66.9%-40.0pp | 78.0%-51.2pp | 69.3%-42.5pp |
| Annual return | 4.15% | 4.69%-0.5pp | 9.42%-5.3pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $278 | $2,315-88.0% | $3,930-92.9% | $3,203-91.3% |
| Admin fee / account holder | $470 | $3,349-86.0% | $6,418-92.7% | $4,296-89.1% |