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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 | $39,213 | $65,082-39.7% | $81,367-51.8% | $59,633-34.2% |
| Participation rate | 59.0% | 76.0%-17.0pp | 82.3%-23.3pp | 68.7%-9.7pp |
| Annual return | -2.79% | 1.16%-4.0pp | -0.92%-1.9pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $0 | $2,934-100.0% | $3,930-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $460 | $4,083-88.7% | $5,383-91.4% | $3,192-85.6% |
| Admin fee / account holder | $6,271 | $7,582-17.3% | $8,926-29.7% | $4,297+45.9% |