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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 | $61,035 | $92,684-34.1% | $82,706-26.2% | $134,509-54.6% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.3pp | 81.2%-59.0pp |
| Annual return | -22.88% | 945.84%-968.7pp | 701.76%-724.6pp | 418.13%-441.0pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $419 | $4,800-91.3% | $4,394-90.5% | $6,400-93.5% |
| Admin fee / account holder | $591 | $5,982-90.1% | $5,329-88.9% | $11,427-94.8% |