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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 | $42,906 | $45,082-4.8% | $69,464-38.2% | $72,975-41.2% |
| Participation rate | 49.2% | 68.5%-19.3pp | 74.6%-25.5pp | 69.5%-20.3pp |
| Annual return | 4.07% | 22.66%-18.6pp | 28.98%-24.9pp | 81.01%-76.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $603 | $2,604-76.9% | $3,536-83.0% | $3,608-83.3% |
| Admin fee / account holder | $2,985 | $3,057-2.4% | $3,840-22.3% | $5,124-41.7% |