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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 | $58,182 | $72,273-19.5% | $101,275-42.6% | $79,856-27.1% |
| Participation rate | 44.4% | 68.5%-24.0pp | 75.8%-31.4pp | 69.6%-25.2pp |
| Annual return | 1.94% | 22.30%-20.4pp | 46.48%-44.5pp | 31.71%-29.8pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $672 | $3,282-79.5% | $4,371-84.6% | $3,741-82.0% |
| Admin fee / account holder | $1,153 | $4,401-73.8% | $5,948-80.6% | $5,306-78.3% |