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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 | $54,075 | $60,349-10.4% | $74,184-27.1% | $62,881-14.0% |
| Participation rate | 54.8% | 72.7%-18.0pp | 76.6%-21.9pp | 69.3%-14.5pp |
| Annual return | 2.43% | 21.38%-18.9pp | 17.74%-15.3pp | 20.14%-17.7pp |
| Employer contribution / active EE | $371 | $1,680-77.9% | $2,370-84.3% | $2,281-83.7% |
| Participant deferral / active EE | $1,185 | $2,856-58.5% | $3,550-66.6% | $3,203-63.0% |
| Admin fee / account holder | $1,155 | $4,261-72.9% | $5,586-79.3% | $4,296-73.1% |