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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 | $41,806 | $52,678-20.6% | $75,784-44.8% | $59,633-29.9% |
| Participation rate | 14.8% | 67.2%-52.4pp | 75.8%-61.0pp | 68.7%-53.9pp |
| Annual return | -6.51% | 2.95%-9.5pp | 9.68%-16.2pp | 2041.45%-2048.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $717 | $2,591-72.3% | $3,652-80.4% | $3,192-77.5% |
| Admin fee / account holder | $6,062 | $3,610+67.9% | $5,300+14.4% | $4,297+41.1% |