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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 | $105,964 | $168,635-37.2% | $147,617-28.2% | $125,389-15.5% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -34.14% | 77.65%-111.8pp | 61.98%-96.1pp | 282.24%-316.4pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $375 | $5,507-93.2% | $4,895-92.3% | $5,352-93.0% |
| Admin fee / account holder | $9,564 | $13,580-29.6% | $11,612-17.6% | $9,541+0.2% |