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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 | $91,341 | $56,197+62.5% | $67,652+35.0% | $59,633+53.2% |
| Participation rate | 31.0% | 71.5%-40.4pp | 75.7%-44.6pp | 68.7%-37.6pp |
| Annual return | -3.71% | 18508.10%-18511.8pp | 6625.40%-6629.1pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $854 | $2,844-69.9% | $3,560-76.0% | $3,192-73.2% |
| Admin fee / account holder | $1,917 | $3,958-51.6% | $4,821-60.2% | $4,297-55.4% |