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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 | $70,692 | $127,387-44.5% | $115,038-38.5% | $125,389-43.6% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | -5.43% | 31.28%-36.7pp | 26.14%-31.6pp | 282.24%-287.7pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $529 | $6,423-91.8% | $6,026-91.2% | $5,352-90.1% |
| Admin fee / account holder | $1,471 | $9,516-84.5% | $8,175-82.0% | $9,541-84.6% |