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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 | $56,022 | $76,551-26.8% | $123,894-54.8% | $62,881-10.9% |
| Participation rate | 46.7% | 73.0%-26.3pp | 81.4%-34.7pp | 69.3%-22.6pp |
| Annual return | 5.62% | 18.68%-13.1pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,268 | $4,840-73.8% | $5,984-78.8% | $3,203-60.4% |
| Admin fee / account holder | $323 | $4,826-93.3% | $8,357-96.1% | $4,296-92.5% |