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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 | $72,477 | $138,078-47.5% | $125,363-42.2% | $134,509-46.1% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -20.90% | 750.49%-771.4pp | 572.15%-593.0pp | 418.13%-439.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,192 | $7,800-84.7% | $7,447-84.0% | $6,400-81.4% |
| Admin fee / account holder | $107,587 | $11,566+830.2% | $10,005+975.3% | $11,427+841.5% |