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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 | $28,599 | $160,028-82.1% | $147,080-80.6% | $145,884-80.4% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | -17.90% | 98.60%-116.5pp | 420.17%-438.1pp | 551.85%-569.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $730 | $8,422-91.3% | $8,066-90.9% | $6,690-89.1% |
| Admin fee / account holder | $48,689 | $15,030+223.9% | $12,989+274.9% | $13,392+263.6% |