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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 | $82,743 | $124,351-33.5% | $109,188-24.2% | $167,553-50.6% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | -14.42% | 26.04%-40.5pp | 25.76%-40.2pp | 478.89%-493.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,049 | $5,257-80.0% | $4,654-77.5% | $6,343-83.5% |
| Admin fee / account holder | $57,351 | $7,975+619.1% | $6,755+749.0% | $12,316+365.6% |