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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 | $67,811 | $72,492-6.5% | $87,102-22.1% | $72,983-7.1% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.9%-19.3pp | 69.5%-11.9pp |
| Annual return | 4.23% | 24.46%-20.2pp | 28.19%-24.0pp | 81.01%-76.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,153 | $3,270-64.7% | $4,048-71.5% | $3,608-68.0% |
| Admin fee / account holder | $3,539 | $5,055-30.0% | $7,491-52.8% | $5,124-30.9% |