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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 | $57,216 | $54,380+5.2% | $68,509-16.5% | $59,633-4.1% |
| Participation rate | 27.1% | 70.2%-43.0pp | 74.7%-47.6pp | 68.7%-41.5pp |
| Annual return | -2.40% | 2.83%-5.2pp | 8.27%-10.7pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $818 | $2,643-69.0% | $3,382-75.8% | $3,192-74.4% |
| Admin fee / account holder | $5,518 | $3,885+42.0% | $5,275+4.6% | $4,297+28.4% |