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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 | $48,178 | $67,602-28.7% | $82,312-41.5% | $70,126-31.3% |
| Participation rate | 59.7% | 72.8%-13.1pp | 76.9%-17.2pp | 69.5%-9.8pp |
| Annual return | 12.04% | 21.57%-9.5pp | 25.88%-13.8pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $714 | $2,987-76.1% | $3,706-80.7% | $3,332-78.6% |
| Admin fee / account holder | $3,730 | $4,512-17.3% | $5,608-33.5% | $4,645-19.7% |