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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 | $23,590 | $52,678-55.2% | $75,784-68.9% | $59,633-60.4% |
| Participation rate | 61.4% | 67.2%-5.9pp | 75.8%-14.5pp | 68.7%-7.3pp |
| Annual return | -4.11% | 2.95%-7.1pp | 9.68%-13.8pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $519 | $2,591-80.0% | $3,652-85.8% | $3,192-83.7% |
| Admin fee / account holder | $343 | $3,610-90.5% | $5,300-93.5% | $4,297-92.0% |