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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 | $39,279 | $72,177-45.6% | $115,038-65.9% | $59,633-34.1% |
| Participation rate | 15.2% | 72.6%-57.4pp | 81.4%-66.2pp | 68.7%-53.5pp |
| Annual return | -2.78% | 12.02%-14.8pp | 26.14%-28.9pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $840 | $4,783-82.4% | $6,026-86.1% | $3,192-73.7% |
| Admin fee / account holder | $1,260 | $4,927-74.4% | $8,175-84.6% | $4,297-70.7% |