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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 | $58,806 | $95,975-38.7% | $74,552-21.1% | $135,382-56.6% |
| Participation rate | 41.2% | 75.7%-34.5pp | 69.1%-28.0pp | 82.6%-41.5pp |
| Annual return | -9.76% | 56.96%-66.7pp | 32.53%-42.3pp | 519.77%-529.5pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $691 | $3,844-82.0% | $3,108-77.8% | $5,609-87.7% |
| Admin fee / account holder | $1,188 | $6,522-81.8% | $5,060-76.5% | $10,829-89.0% |