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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 | $42,943 | $60,349-28.8% | $74,184-42.1% | $62,881-31.7% |
| Participation rate | 50.8% | 72.7%-21.9pp | 76.6%-25.8pp | 69.3%-18.5pp |
| Annual return | 4.11% | 21.38%-17.3pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $504 | $2,856-82.4% | $3,550-85.8% | $3,203-84.3% |
| Admin fee / account holder | $4,695 | $4,261+10.2% | $5,586-16.0% | $4,296+9.3% |