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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 | $95,453-39.0% | $112,040-48.0% | $82,448-29.3% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.5%-19.3pp | 68.1%-10.9pp |
| Annual return | 4.95% | 23.92%-19.0pp | 24.52%-19.6pp | 41.64%-36.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $885 | $4,224-79.1% | $5,098-82.6% | $4,139-78.6% |
| Admin fee / account holder | $13,975 | $9,013+55.1% | $12,098+15.5% | $7,234+93.2% |