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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 | $47,261 | $60,349-21.7% | $74,184-36.3% | $62,881-24.8% |
| Participation rate | 57.7% | 72.7%-15.0pp | 76.6%-18.9pp | 69.3%-11.6pp |
| Annual return | 0.53% | 21.38%-20.8pp | 17.74%-17.2pp | 20.14%-19.6pp |
| Employer contribution / active EE | $888 | $1,680-47.1% | $2,370-62.5% | $2,281-61.1% |
| Participant deferral / active EE | $986 | $2,856-65.5% | $3,550-72.2% | $3,203-69.2% |
| Admin fee / account holder | $6,442 | $4,261+51.2% | $5,586+15.3% | $4,296+50.0% |