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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 | $62,311 | $63,809-2.3% | $81,353-23.4% | $80,935-23.0% |
| Participation rate | 45.5% | 63.9%-18.4pp | 69.5%-24.1pp | 67.7%-22.2pp |
| Annual return | 8.44% | 16.37%-7.9pp | 24.82%-16.4pp | 35.66%-27.2pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,025 | $3,093-66.9% | $3,885-73.6% | $4,299-76.2% |
| Admin fee / account holder | $8,106 | $5,686+42.6% | $5,766+40.6% | $6,924+17.1% |