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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 | $72,381 | $82,028-11.8% | $123,105-41.2% | $59,633+21.4% |
| Participation rate | 31.0% | 83.2%-52.2pp | 86.8%-55.7pp | 68.7%-37.6pp |
| Annual return | -2.76% | 5.12%-7.9pp | 13.22%-16.0pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,327 | $4,667-71.6% | $6,229-78.7% | $3,192-58.4% |
| Admin fee / account holder | $1,440 | $5,879-75.5% | $9,014-84.0% | $4,297-66.5% |