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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 | $84,078 | $111,785-24.8% | $93,669-10.2% | $145,877-42.4% |
| Participation rate | 26.1% | 74.2%-48.1pp | 68.7%-42.6pp | 80.3%-54.2pp |
| Annual return | 2.39% | 203.79%-201.4pp | 133.59%-131.2pp | 551.28%-548.9pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $184 | $4,919-96.3% | $4,416-95.8% | $6,691-97.2% |
| Admin fee / account holder | $875 | $10,256-91.5% | $8,291-89.5% | $13,402-93.5% |