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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 | $110,383 | $72,071+53.2% | $68,368+61.5% | $137,256-19.6% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | -6.19% | 353.14%-359.3pp | 292.57%-298.8pp | 220.34%-226.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $308 | $4,410-93.0% | $4,123-92.5% | $6,407-95.2% |
| Admin fee / account holder | $17,445 | $5,336+227.0% | $5,150+238.8% | $12,270+42.2% |