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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 | $51,122 | $39,162+30.5% | $100,671-49.2% | $59,633-14.3% |
| Participation rate | 11.1% | 55.9%-44.7pp | 70.7%-59.6pp | 68.7%-57.6pp |
| Annual return | -6.75% | 21.07%-27.8pp | 20.43%-27.2pp | 2041.45%-2048.2pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $595 | $1,992-70.1% | $3,144-81.1% | $3,192-81.4% |
| Admin fee / account holder | $3,035 | $2,969+2.2% | $4,850-37.4% | $4,297-29.4% |