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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 | $30,868 | $72,177-57.2% | $115,037-73.2% | $59,633-48.2% |
| Participation rate | 6.3% | 72.6%-66.3pp | 81.4%-75.1pp | 68.7%-62.4pp |
| Annual return | -9.43% | 12.02%-21.4pp | 26.14%-35.6pp | 2041.40%-2050.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,486 | $4,783-68.9% | $6,026-75.3% | $3,192-53.5% |
| Admin fee / account holder | $2,441 | $4,927-50.5% | $8,175-70.1% | $4,297-43.2% |