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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 | $55,352 | $66,764-17.1% | $88,497-37.5% | $62,881-12.0% |
| Participation rate | 68.8% | 77.3%-8.5pp | 82.4%-13.7pp | 69.3%-0.6pp |
| Annual return | 1.01% | 10.37%-9.4pp | 7.63%-6.6pp | 20.14%-19.1pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $4,036-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $974 | $3,976-75.5% | $4,899-80.1% | $3,203-69.6% |
| Admin fee / account holder | $10,701 | $4,668+129.2% | $6,220+72.1% | $4,296+149.1% |