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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 | $46,534-6.8% | $64,097-32.4% | $75,177-42.3% |
| Participation rate | 52.7% | 65.9%-13.2pp | 72.3%-19.6pp | 67.2%-14.5pp |
| Annual return | 11.52% | 26.07%-14.6pp | 33.75%-22.2pp | 160.75%-149.2pp |
| Employer contribution / active EE | $1,133 | $1,976-42.6% | $2,750-58.8% | $2,671-57.6% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,117 | $2,957+5.4% | $3,070+1.5% | $5,651-44.8% |