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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 | $47,732 | $60,349-20.9% | $74,184-35.7% | $62,881-24.1% |
| Participation rate | 30.8% | 72.7%-42.0pp | 76.6%-45.8pp | 69.3%-38.5pp |
| Annual return | 4.31% | 21.38%-17.1pp | 17.74%-13.4pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $749 | $2,856-73.8% | $3,550-78.9% | $3,203-76.6% |
| Admin fee / account holder | $8,361 | $4,261+96.2% | $5,586+49.7% | $4,296+94.6% |