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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 | $35,989 | $65,082-44.7% | $81,367-55.8% | $59,633-39.6% |
| Participation rate | 57.4% | 76.0%-18.5pp | 82.3%-24.8pp | 68.7%-11.2pp |
| Annual return | -8.85% | 1.16%-10.0pp | -0.92%-7.9pp | 2041.45%-2050.3pp |
| Employer contribution / active EE | $0 | $2,934-100.0% | $3,930-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $518 | $4,083-87.3% | $5,383-90.4% | $3,192-83.8% |
| Admin fee / account holder | $1,310 | $7,582-82.7% | $8,926-85.3% | $4,297-69.5% |