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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 | $73,406 | $105,861-30.7% | $90,756-19.1% | $134,509-45.4% |
| Participation rate | 37.5% | 78.2%-40.7pp | 75.7%-38.2pp | 81.2%-43.7pp |
| Annual return | -28.08% | -10.99%-17.1pp | -12.16%-15.9pp | 418.13%-446.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $445 | $5,217-91.5% | $4,565-90.2% | $6,400-93.0% |
| Admin fee / account holder | $690 | $13,938-95.0% | $8,445-91.8% | $11,427-94.0% |