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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 | $25,799 | $65,704-60.7% | $94,229-72.6% | $59,633-56.7% |
| Participation rate | 43.6% | 72.1%-28.5pp | 78.8%-35.2pp | 68.7%-25.1pp |
| Annual return | -4.53% | 5.22%-9.7pp | 10.68%-15.2pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $348 | $3,143-88.9% | $4,320-91.9% | $3,192-89.1% |
| Admin fee / account holder | $439 | $4,265-89.7% | $6,269-93.0% | $4,297-89.8% |