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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 | $82,264 | $197,819-58.4% | $155,789-47.2% | $125,389-34.4% |
| Participation rate | 20.0% | 82.1%-62.1pp | 76.1%-56.1pp | 83.2%-63.2pp |
| Annual return | -6.14% | 86.73%-92.9pp | 71.54%-77.7pp | 282.24%-288.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $730 | $5,631-87.0% | $4,798-84.8% | $5,352-86.4% |
| Admin fee / account holder | $27,623 | $9,544+189.4% | $7,477+269.4% | $9,541+189.5% |