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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 | $48,827 | $48,364+1.0% | $71,796-32.0% | $62,881-22.4% |
| Participation rate | 17.6% | 60.6%-43.0pp | 69.1%-51.5pp | 69.3%-51.7pp |
| Annual return | 4.13% | 13.16%-9.0pp | 78.04%-73.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $553 | $2,091-73.6% | $2,794-80.2% | $3,203-82.7% |
| Admin fee / account holder | $1,191 | $3,771-68.4% | $4,815-75.3% | $4,296-72.3% |