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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 | $63,705 | $160,040-60.2% | $147,096-56.7% | $145,877-56.3% |
| Participation rate | 10.5% | 84.0%-73.5pp | 82.2%-71.7pp | 80.3%-69.8pp |
| Annual return | -21.00% | 98.49%-119.5pp | 419.75%-440.8pp | 551.28%-572.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,446 | $8,429-82.8% | $8,071-82.1% | $6,691-78.4% |
| Admin fee / account holder | $3,910 | $15,050-74.0% | $13,005-69.9% | $13,402-70.8% |