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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 | $54,519 | $76,551-28.8% | $123,894-56.0% | $62,881-13.3% |
| Participation rate | 57.9% | 73.0%-15.1pp | 81.4%-23.5pp | 69.3%-11.4pp |
| Annual return | 3.74% | 18.68%-14.9pp | 47.52%-43.8pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,717 | $4,840-64.5% | $5,984-71.3% | $3,203-46.4% |
| Admin fee / account holder | $4,124 | $4,826-14.5% | $8,357-50.6% | $4,296-4.0% |