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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 | $102,725 | $197,637-48.0% | $177,848-42.2% | $158,982-35.4% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.7%-62.7pp | 82.0%-57.0pp |
| Annual return | -9.85% | 58.77%-68.6pp | 48.33%-58.2pp | 302.99%-312.8pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,375 | $8,405-83.6% | $7,714-82.2% | $5,983-77.0% |
| Admin fee / account holder | $1,126 | $15,406-92.7% | $12,431-90.9% | $11,252-90.0% |