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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 | $57,057-1.9% | $85,009-34.2% | $80,874-30.8% |
| Participation rate | 36.4% | 56.4%-20.0pp | 67.5%-31.1pp | 67.6%-31.3pp |
| Annual return | 10.52% | 21.66%-11.1pp | 66.47%-56.0pp | 35.62%-25.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $767 | $3,112-75.3% | $4,522-83.0% | $4,297-82.1% |
| Admin fee / account holder | $5,673 | $4,986+13.8% | $6,153-7.8% | $6,935-18.2% |