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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 | $69,856 | $72,269-3.3% | $101,271-31.0% | $79,852-12.5% |
| Participation rate | 22.6% | 68.5%-45.8pp | 75.8%-53.2pp | 69.6%-47.0pp |
| Annual return | 1.60% | 22.29%-20.7pp | 46.48%-44.9pp | 31.72%-30.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $719 | $3,282-78.1% | $4,371-83.6% | $3,740-80.8% |
| Admin fee / account holder | $4,133 | $4,401-6.1% | $5,948-30.5% | $5,306-22.1% |