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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 | $56,368 | $60,349-6.6% | $74,184-24.0% | $62,881-10.4% |
| Participation rate | 24.3% | 72.7%-48.4pp | 76.6%-52.3pp | 69.3%-45.0pp |
| Annual return | 2.31% | 21.38%-19.1pp | 17.74%-15.4pp | 20.14%-17.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $511 | $2,856-82.1% | $3,550-85.6% | $3,203-84.0% |
| Admin fee / account holder | $13,211 | $4,261+210.1% | $5,586+136.5% | $4,296+207.5% |