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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 | $63,791 | $67,602-5.6% | $82,312-22.5% | $70,126-9.0% |
| Participation rate | 55.6% | 72.8%-17.2pp | 76.9%-21.3pp | 69.5%-14.0pp |
| Annual return | 3.90% | 21.57%-17.7pp | 25.88%-22.0pp | 73.15%-69.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $660 | $2,987-77.9% | $3,706-82.2% | $3,332-80.2% |
| Admin fee / account holder | $2,923 | $4,512-35.2% | $5,608-47.9% | $4,645-37.1% |