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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 | $51,791 | $72,492-28.6% | $87,102-40.5% | $72,983-29.0% |
| Participation rate | 32.6% | 72.8%-40.3pp | 76.9%-44.3pp | 69.5%-36.9pp |
| Annual return | 4.67% | 24.46%-19.8pp | 28.19%-23.5pp | 81.01%-76.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,024 | $3,270-68.7% | $4,048-74.7% | $3,608-71.6% |
| Admin fee / account holder | $5,174 | $5,055+2.3% | $7,491-30.9% | $5,124+1.0% |