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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 | $54,403 | $54,320+0.2% | $67,652-19.6% | $52,331+4.0% |
| Participation rate | 19.5% | 73.6%-54.0pp | 75.7%-56.1pp | 68.1%-48.6pp |
| Annual return | -1.90% | 6.81%-8.7pp | 6625.40%-6627.3pp | 4.54%-6.4pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $409 | $2,950-86.1% | $3,560-88.5% | $3,022-86.5% |
| Admin fee / account holder | $2,894 | $527+449.6% | $4,821-40.0% | $592+389.2% |