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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 | $32,322 | $201,264-83.9% | $184,185-82.5% | $145,978-77.9% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | -13.44% | 29.00%-42.4pp | 28.81%-42.3pp | 550.52%-564.0pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,378 | $9,806-75.7% | $9,132-74.0% | $6,690-64.5% |
| Admin fee / account holder | $7,515 | $16,376-54.1% | $13,909-46.0% | $13,400-43.9% |