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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 | $104,071 | $134,001-22.3% | $112,258-7.3% | $134,509-22.6% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -20.89% | 47.15%-68.0pp | 27.47%-48.4pp | 418.13%-439.0pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,395 | $5,291-73.6% | $4,728-70.5% | $6,400-78.2% |
| Admin fee / account holder | $2,015 | $7,491-73.1% | $6,411-68.6% | $11,427-82.4% |