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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 | $26,524 | $138,076-80.8% | $123,553-78.5% | $135,380-80.4% |
| Participation rate | 26.1% | 84.7%-58.6pp | 82.3%-56.2pp | 82.6%-56.6pp |
| Annual return | -14.81% | 153.70%-168.5pp | 119.21%-134.0pp | 519.81%-534.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $961 | $6,800-85.9% | $6,426-85.0% | $5,609-82.9% |
| Admin fee / account holder | $3,057 | $10,917-72.0% | $9,284-67.1% | $10,828-71.8% |