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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 | $47,310 | $49,249-3.9% | $70,476-32.9% | $79,852-40.8% |
| Participation rate | 44.6% | 69.2%-24.5pp | 75.1%-30.4pp | 69.6%-25.0pp |
| Annual return | 0.71% | 30.09%-29.4pp | 109.12%-108.4pp | 31.72%-31.0pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $627 | $2,769-77.3% | $3,710-83.1% | $3,740-83.2% |
| Admin fee / account holder | $4,330 | $2,878+50.5% | $3,847+12.6% | $5,306-18.4% |