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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 | $39,188 | $72,177-45.7% | $115,038-65.9% | $59,633-34.3% |
| Participation rate | 58.6% | 72.6%-13.9pp | 81.4%-22.7pp | 68.7%-10.0pp |
| Annual return | -2.73% | 12.02%-14.8pp | 26.14%-28.9pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,133 | $4,783-76.3% | $6,026-81.2% | $3,192-64.5% |
| Admin fee / account holder | $892 | $4,927-81.9% | $8,175-89.1% | $4,297-79.2% |