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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 | $55,961 | $57,140-2.1% | $85,240-34.3% | $80,959-30.9% |
| Participation rate | 36.4% | 56.4%-20.0pp | 67.5%-31.2pp | 67.7%-31.3pp |
| Annual return | 10.52% | 21.71%-11.2pp | 66.75%-56.2pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $767 | $3,115-75.4% | $4,527-83.1% | $4,300-82.2% |
| Admin fee / account holder | $5,673 | $4,992+13.6% | $6,165-8.0% | $6,925-18.1% |