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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 | $50,166 | $60,349-16.9% | $74,184-32.4% | $62,881-20.2% |
| Participation rate | 36.6% | 72.7%-36.1pp | 76.6%-40.0pp | 69.3%-32.7pp |
| Annual return | 3.15% | 21.38%-18.2pp | 17.74%-14.6pp | 20.14%-17.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $806 | $2,856-71.8% | $3,550-77.3% | $3,203-74.8% |
| Admin fee / account holder | $10,168 | $4,261+138.6% | $5,586+82.0% | $4,296+136.7% |