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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 | $60,117 | $190,879-68.5% | $160,009-62.4% | $134,532-55.3% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -23.49% | 552.63%-576.1pp | 408.85%-432.3pp | 418.27%-441.8pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $847 | $6,924-87.8% | $6,183-86.3% | $6,401-86.8% |
| Admin fee / account holder | $6,957 | $10,495-33.7% | $8,715-20.2% | $11,429-39.1% |