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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 | $42,937 | $127,387-66.3% | $115,038-62.7% | $125,389-65.8% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -16.51% | 31.28%-47.8pp | 26.14%-42.7pp | 282.24%-298.8pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $108 | $6,423-98.3% | $6,026-98.2% | $5,352-98.0% |
| Admin fee / account holder | $10,277 | $9,516+8.0% | $8,175+25.7% | $9,541+7.7% |