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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 | $24,581 | $138,076-82.2% | $123,553-80.1% | $135,380-81.8% |
| Participation rate | 14.3% | 84.7%-70.4pp | 82.3%-68.0pp | 82.6%-68.4pp |
| Annual return | -11.61% | 153.70%-165.3pp | 119.21%-130.8pp | 519.81%-531.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,743 | $6,800-74.4% | $6,426-72.9% | $5,609-68.9% |
| Admin fee / account holder | $898 | $10,917-91.8% | $9,284-90.3% | $10,828-91.7% |