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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 | $39,607 | $72,177-45.1% | $115,038-65.6% | $59,633-33.6% |
| Participation rate | 30.8% | 72.6%-41.8pp | 81.4%-50.6pp | 68.7%-37.9pp |
| Annual return | -2.47% | 12.02%-14.5pp | 26.14%-28.6pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,313 | $4,783-72.5% | $6,026-78.2% | $3,192-58.9% |
| Admin fee / account holder | $11,099 | $4,927+125.3% | $8,175+35.8% | $4,297+158.3% |