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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 | $53,231 | $60,349-11.8% | $74,184-28.2% | $62,881-15.3% |
| Participation rate | 51.2% | 72.7%-21.5pp | 76.6%-25.4pp | 69.3%-18.1pp |
| Annual return | -0.36% | 21.38%-21.7pp | 17.74%-18.1pp | 20.14%-20.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $882 | $2,856-69.1% | $3,550-75.2% | $3,203-72.5% |
| Admin fee / account holder | $4,435 | $4,261+4.1% | $5,586-20.6% | $4,296+3.2% |