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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 | $56,747 | $53,774+5.5% | $134,162-57.7% | $79,856-28.9% |
| Participation rate | 25.8% | 58.8%-33.0pp | 72.2%-46.4pp | 69.6%-43.8pp |
| Annual return | 2.30% | 19.01%-16.7pp | 36.35%-34.0pp | 31.71%-29.4pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $833 | $2,420-65.6% | $3,500-76.2% | $3,741-77.7% |
| Admin fee / account holder | $810 | $3,985-79.7% | $6,685-87.9% | $5,306-84.7% |