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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 | $48,676 | $100,970-51.8% | $96,576-49.6% | $137,256-64.5% |
| Participation rate | 53.3% | 82.6%-29.3pp | 81.4%-28.1pp | 80.0%-26.6pp |
| Annual return | -0.45% | 38.16%-38.6pp | 38.47%-38.9pp | 220.34%-220.8pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,400 | $8,286-83.1% | $7,956-82.4% | $6,407-78.1% |
| Admin fee / account holder | $13,633 | $11,312+20.5% | $11,381+19.8% | $12,270+11.1% |