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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 | $43,361 | $46,596-6.9% | $64,085-32.3% | $75,173-42.3% |
| Participation rate | 52.7% | 65.9%-13.2pp | 72.3%-19.6pp | 67.2%-14.5pp |
| Annual return | 11.52% | 26.04%-14.5pp | 33.69%-22.2pp | 160.65%-149.1pp |
| Employer contribution / active EE | $1,133 | $1,975-42.6% | $2,747-58.7% | $2,670-57.6% |
| Participant deferral / active EE | $0 | $2,839-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,117 | $2,954+5.5% | $3,069+1.6% | $5,651-44.8% |