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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 | $46,966 | $72,177-34.9% | $115,038-59.2% | $59,633-21.2% |
| Participation rate | 43.3% | 72.6%-29.2pp | 81.4%-38.0pp | 68.7%-25.3pp |
| Annual return | -4.66% | 12.02%-16.7pp | 26.14%-30.8pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,591 | $4,783-66.7% | $6,026-73.6% | $3,192-50.2% |
| Admin fee / account holder | $6,989 | $4,927+41.9% | $8,175-14.5% | $4,297+62.7% |