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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 | $29,925 | $157,296-81.0% | $141,191-78.8% | $152,897-80.4% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | -10.34% | 64.34%-74.7pp | 71.41%-81.8pp | 345.43%-355.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,512 | $7,111-78.7% | $6,710-77.5% | $5,851-74.2% |
| Admin fee / account holder | $9,714 | $12,125-19.9% | $10,264-5.4% | $11,599-16.3% |