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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 | $29,601 | $52,911-44.1% | $73,309-59.6% | $59,633-50.4% |
| Participation rate | 15.4% | 68.2%-52.8pp | 74.9%-59.5pp | 68.7%-53.3pp |
| Annual return | -2.74% | 12.20%-14.9pp | 5.67%-8.4pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $170 | $4,069-95.8% | $4,991-96.6% | $3,192-94.7% |
| Admin fee / account holder | $2,792 | $3,835-27.2% | $5,635-50.4% | $4,297-35.0% |