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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 | $42,778 | $54,380-21.3% | $68,509-37.6% | $59,633-28.3% |
| Participation rate | 28.9% | 70.2%-41.3pp | 74.7%-45.8pp | 68.7%-39.8pp |
| Annual return | -3.10% | 2.83%-5.9pp | 8.27%-11.4pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $930 | $2,643-64.8% | $3,382-72.5% | $3,192-70.9% |
| Admin fee / account holder | $696 | $3,885-82.1% | $5,275-86.8% | $4,297-83.8% |