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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 | $21,977 | $138,076-84.1% | $123,553-82.2% | $135,380-83.8% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -19.66% | 153.70%-173.4pp | 119.21%-138.9pp | 519.81%-539.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,966 | $6,800-71.1% | $6,426-69.4% | $5,609-65.0% |
| Admin fee / account holder | $6,111 | $10,917-44.0% | $9,284-34.2% | $10,828-43.6% |