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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 | $56,449 | $180,466-68.7% | $154,114-63.4% | $135,382-58.3% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -9.92% | 888.15%-898.1pp | 735.16%-745.1pp | 519.77%-529.7pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $119 | $5,806-97.9% | $5,081-97.6% | $5,609-97.9% |
| Admin fee / account holder | $9,015 | $16,144-44.2% | $13,411-32.8% | $10,829-16.7% |