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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 | $79,947 | $131,835-39.4% | $108,582-26.4% | $273,972-70.8% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.6%-10.3pp | 83.0%-13.8pp |
| Annual return | 0.33% | -91.57%+91.9pp | -51.70%+52.0pp | 41.46%-41.1pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $680 | $5,127-86.7% | $4,311-84.2% | $5,287-87.1% |
| Admin fee / account holder | $1,299 | $10,253-87.3% | $7,645-83.0% | $10,133-87.2% |