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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 | $37,664 | $65,704-42.7% | $94,229-60.0% | $59,633-36.8% |
| Participation rate | 30.8% | 72.1%-41.4pp | 78.8%-48.0pp | 68.7%-37.9pp |
| Annual return | -3.15% | 5.22%-8.4pp | 10.68%-13.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,415 | $3,143-55.0% | $4,320-67.2% | $3,192-55.7% |
| Admin fee / account holder | $4,037 | $4,265-5.3% | $6,269-35.6% | $4,297-6.1% |