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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 | $52,985 | $160,059-66.9% | $140,019-62.2% | $135,380-60.9% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.5%-62.5pp | 82.6%-57.6pp |
| Annual return | -11.51% | 911.48%-923.0pp | 651.17%-662.7pp | 519.81%-531.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $700 | $7,641-90.8% | $6,927-89.9% | $5,609-87.5% |
| Admin fee / account holder | $2,313 | $13,328-82.6% | $10,705-78.4% | $10,828-78.6% |