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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 | $60,270 | $167,522-64.0% | $151,639-60.3% | $134,532-55.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -24.95% | 7.81%-32.8pp | 3.34%-28.3pp | 418.27%-443.2pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $123 | $8,986-98.6% | $8,363-98.5% | $6,401-98.1% |
| Admin fee / account holder | $443 | $13,780-96.8% | $11,613-96.2% | $11,429-96.1% |