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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 | $69,994 | $56,894+23.0% | $84,753-17.4% | $62,881+11.3% |
| Participation rate | 38.5% | 68.5%-30.1pp | 76.6%-38.1pp | 69.3%-30.8pp |
| Annual return | 1.83% | 6.30%-4.5pp | 22.78%-21.0pp | 20.14%-18.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,008 | $2,709-62.8% | $3,712-72.9% | $3,203-68.5% |
| Admin fee / account holder | $8,998 | $3,581+151.3% | $5,333+68.7% | $4,296+109.5% |