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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 | $72,834 | $87,546-16.8% | $75,784-3.9% | $125,389-41.9% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | -12.11% | 13.49%-25.6pp | 9.68%-21.8pp | 282.24%-294.3pp |
| Employer contribution / active EE | $24,337 | $3,930+519.2% | $3,323+632.3% | $4,866+400.1% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $309 | $6,503-95.2% | $5,300-94.2% | $9,541-96.8% |