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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 | $41,395 | $72,177-42.6% | $115,038-64.0% | $59,633-30.6% |
| Participation rate | 34.8% | 72.6%-37.8pp | 81.4%-46.6pp | 68.7%-33.9pp |
| Annual return | -5.26% | 12.02%-17.3pp | 26.14%-31.4pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,560 | $4,783-67.4% | $6,026-74.1% | $3,192-51.1% |
| Admin fee / account holder | $638 | $4,927-87.0% | $8,175-92.2% | $4,297-85.1% |