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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 | $48,138 | $60,349-20.2% | $74,184-35.1% | $62,881-23.4% |
| Participation rate | 58.2% | 72.7%-14.5pp | 76.6%-18.4pp | 69.3%-11.1pp |
| Annual return | 4.16% | 21.38%-17.2pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $683 | $2,856-76.1% | $3,550-80.8% | $3,203-78.7% |
| Admin fee / account holder | $1,146 | $4,261-73.1% | $5,586-79.5% | $4,296-73.3% |