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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 | $72,501 | $202,342-64.2% | $172,753-58.0% | $152,909-52.6% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | -12.41% | 1029.88%-1042.3pp | 803.00%-815.4pp | 345.46%-357.9pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $867 | $5,948-85.4% | $5,198-83.3% | $5,851-85.2% |
| Admin fee / account holder | $1,574 | $17,112-90.8% | $13,956-88.7% | $11,601-86.4% |