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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 | $37,151 | $72,177-48.5% | $115,038-67.7% | $59,633-37.7% |
| Participation rate | 47.6% | 72.6%-25.0pp | 81.4%-33.8pp | 68.7%-21.1pp |
| Annual return | -4.96% | 12.02%-17.0pp | 26.14%-31.1pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,385 | $4,783-71.0% | $6,026-77.0% | $3,192-56.6% |
| Admin fee / account holder | $419 | $4,927-91.5% | $8,175-94.9% | $4,297-90.3% |