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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 | $45,154 | $48,364-6.6% | $71,796-37.1% | $62,881-28.2% |
| Participation rate | 42.4% | 60.6%-18.2pp | 69.1%-26.7pp | 69.3%-26.9pp |
| Annual return | 1.01% | 13.16%-12.1pp | 78.04%-77.0pp | 20.14%-19.1pp |
| Employer contribution / active EE | $1,887 | $1,042+81.1% | $1,924-1.9% | $2,281-17.3% |
| Participant deferral / active EE | $849 | $2,091-59.4% | $2,794-69.6% | $3,203-73.5% |
| Admin fee / account holder | $10,624 | $3,771+181.7% | $4,815+120.7% | $4,296+147.3% |