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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 | $35,235 | $52,911-33.4% | $73,309-51.9% | $59,633-40.9% |
| Participation rate | 29.7% | 68.2%-38.5pp | 74.9%-45.2pp | 68.7%-38.9pp |
| Annual return | -3.13% | 12.20%-15.3pp | 5.67%-8.8pp | 2041.40%-2044.5pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,032 | $4,069-74.6% | $4,991-79.3% | $3,192-67.7% |
| Admin fee / account holder | $1,094 | $3,835-71.5% | $5,635-80.6% | $4,297-74.5% |