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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 | $28,864 | $138,102-79.1% | $125,381-77.0% | $134,532-78.5% |
| Participation rate | 36.4% | 84.5%-48.1pp | 82.4%-46.0pp | 81.2%-44.9pp |
| Annual return | -30.17% | 750.73%-780.9pp | 572.31%-602.5pp | 418.27%-448.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $909 | $7,801-88.3% | $7,448-87.8% | $6,401-85.8% |
| Admin fee / account holder | $9,901 | $11,568-14.4% | $10,007-1.1% | $11,429-13.4% |