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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 | $42,256 | $78,520-46.2% | $96,576-56.2% | $82,448-48.7% |
| Participation rate | 50.0% | 77.7%-27.7pp | 81.4%-31.4pp | 68.1%-18.1pp |
| Annual return | 4.96% | 41.30%-36.3pp | 38.47%-33.5pp | 41.64%-36.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,483 | $6,754-78.0% | $7,956-81.4% | $4,139-64.2% |
| Admin fee / account holder | $14,174 | $13,455+5.3% | $11,381+24.5% | $7,234+95.9% |