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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 | $47,026 | $65,704-28.4% | $94,229-50.1% | $59,633-21.1% |
| Participation rate | 20.8% | 72.1%-51.3pp | 78.8%-58.0pp | 68.7%-47.9pp |
| Annual return | -3.24% | 5.22%-8.5pp | 10.68%-13.9pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $737 | $3,143-76.5% | $4,320-82.9% | $3,192-76.9% |
| Admin fee / account holder | $1,326 | $4,265-68.9% | $6,269-78.8% | $4,297-69.1% |