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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 | $30,784 | $76,551-59.8% | $123,894-75.2% | $62,881-51.0% |
| Participation rate | 42.9% | 73.0%-30.1pp | 81.4%-38.6pp | 69.3%-26.4pp |
| Annual return | 4.63% | 18.68%-14.0pp | 47.52%-42.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $533 | $2,882-81.5% | $4,617-88.4% | $2,281-76.6% |
| Participant deferral / active EE | $1,581 | $4,840-67.3% | $5,984-73.6% | $3,203-50.6% |
| Admin fee / account holder | $5,616 | $4,826+16.4% | $8,357-32.8% | $4,296+30.7% |