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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 | $30,471 | $54,380-44.0% | $68,509-55.5% | $59,633-48.9% |
| Participation rate | 38.3% | 70.2%-31.9pp | 74.7%-36.4pp | 68.7%-30.4pp |
| Annual return | -4.30% | 2.83%-7.1pp | 8.27%-12.6pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $651 | $2,643-75.4% | $3,382-80.7% | $3,192-79.6% |
| Admin fee / account holder | $2,706 | $3,885-30.3% | $5,275-48.7% | $4,297-37.0% |