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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 | $42,979 | $72,177-40.5% | $115,038-62.6% | $59,633-27.9% |
| Participation rate | 66.7% | 72.6%-5.9pp | 81.4%-14.7pp | 68.7%-2.0pp |
| Annual return | -2.67% | 12.02%-14.7pp | 26.14%-28.8pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,967 | $4,783-58.9% | $6,026-67.4% | $3,192-38.4% |
| Admin fee / account holder | $4,416 | $4,927-10.4% | $8,175-46.0% | $4,297+2.8% |