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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 | $58,267 | $100,194-41.8% | $122,979-52.6% | $86,983-33.0% |
| Participation rate | 57.1% | 73.0%-15.8pp | 77.2%-20.0pp | 69.5%-12.4pp |
| Annual return | 4.95% | 16.47%-11.5pp | 20.12%-15.2pp | 25.83%-20.9pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $885 | $4,133-78.6% | $5,003-82.3% | $4,194-78.9% |
| Admin fee / account holder | $13,975 | $10,148+37.7% | $12,864+8.6% | $7,856+77.9% |