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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 | $52,858 | $52,678+0.3% | $75,784-30.3% | $59,633-11.4% |
| Participation rate | 13.5% | 67.2%-53.7pp | 75.8%-62.3pp | 68.7%-55.2pp |
| Annual return | -3.16% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $442 | $2,591-83.0% | $3,652-87.9% | $3,192-86.2% |
| Admin fee / account holder | $11,347 | $3,610+214.3% | $5,300+114.1% | $4,297+164.1% |