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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 | $113,985 | $167,522-32.0% | $151,639-24.8% | $134,532-15.3% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.5%-44.6pp | 81.2%-38.4pp |
| Annual return | -21.66% | 7.81%-29.5pp | 3.34%-25.0pp | 418.27%-439.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,145 | $8,986-76.1% | $8,363-74.4% | $6,401-66.5% |
| Admin fee / account holder | $89,612 | $13,780+550.3% | $11,613+671.6% | $11,429+684.1% |