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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 | $18,386 | $138,078-86.7% | $125,363-85.3% | $134,509-86.3% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -20.76% | 750.49%-771.3pp | 572.15%-592.9pp | 418.13%-438.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,447 | $7,800-68.6% | $7,447-67.1% | $6,400-61.8% |
| Admin fee / account holder | $387 | $11,566-96.7% | $10,005-96.1% | $11,427-96.6% |