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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 | $44,522 | $72,177-38.3% | $115,038-61.3% | $59,633-25.3% |
| Participation rate | 22.9% | 72.6%-49.7pp | 81.4%-58.5pp | 68.7%-45.8pp |
| Annual return | -6.27% | 12.02%-18.3pp | 26.14%-32.4pp | 2041.45%-2047.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $795 | $4,783-83.4% | $6,026-86.8% | $3,192-75.1% |
| Admin fee / account holder | $9,112 | $4,927+85.0% | $8,175+11.5% | $4,297+112.1% |