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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 | $24,232 | $52,678-54.0% | $75,784-68.0% | $59,633-59.4% |
| Participation rate | 36.8% | 67.2%-30.4pp | 75.8%-39.0pp | 68.7%-31.8pp |
| Annual return | -3.08% | 2.95%-6.0pp | 9.68%-12.8pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $751 | $2,591-71.0% | $3,652-79.4% | $3,192-76.5% |
| Admin fee / account holder | $3,520 | $3,610-2.5% | $5,300-33.6% | $4,297-18.1% |