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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 | $58,427 | $112,112-47.9% | $95,956-39.1% | $158,950-63.2% |
| Participation rate | 15.4% | 79.0%-63.6pp | 77.1%-61.7pp | 82.0%-66.6pp |
| Annual return | -1.34% | 171.15%-172.5pp | 91.63%-93.0pp | 302.91%-304.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $229 | $4,784-95.2% | $4,167-94.5% | $5,983-96.2% |
| Admin fee / account holder | $9,356 | $10,134-7.7% | $6,797+37.7% | $11,248-16.8% |