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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 | $59,241 | $65,367-9.4% | $92,915-36.2% | $72,976-18.8% |
| Participation rate | 28.0% | 68.3%-40.3pp | 76.0%-48.0pp | 69.5%-41.5pp |
| Annual return | 11.97% | 42.11%-30.1pp | 109.45%-97.5pp | 81.02%-69.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $491 | $3,128-84.3% | $4,238-88.4% | $3,608-86.4% |
| Admin fee / account holder | $2,113 | $4,251-50.3% | $5,796-63.5% | $5,124-58.8% |