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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 | $31,160 | $41,377-24.7% | $109,313-71.5% | $62,881-50.4% |
| Participation rate | 13.8% | 57.5%-43.7pp | 71.3%-57.4pp | 69.3%-55.5pp |
| Annual return | 4.61% | 11.05%-6.4pp | 22.07%-17.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $234 | $1,276-81.7% | $3,892-94.0% | $2,281-89.8% |
| Participant deferral / active EE | $382 | $2,045-81.3% | $3,166-87.9% | $3,203-88.1% |
| Admin fee / account holder | $5,868 | $2,884+103.5% | $5,666+3.6% | $4,296+36.6% |