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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 | $46,458 | $183,592-74.7% | $155,567-70.1% | $145,959-68.2% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | -19.94% | 61.24%-81.2pp | 64.74%-84.7pp | 561.95%-581.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,500 | $6,464-76.8% | $5,628-73.3% | $6,689-77.6% |
| Admin fee / account holder | $15,317 | $19,318-20.7% | $15,916-3.8% | $13,398+14.3% |