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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 | $20,499 | $208,088-90.1% | $186,193-89.0% | $154,746-86.8% |
| Participation rate | 20.0% | 80.0%-60.0pp | 77.1%-57.1pp | 80.7%-60.7pp |
| Annual return | -1.54% | 89.97%-91.5pp | 78.03%-79.6pp | 172.34%-173.9pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,155 | $7,078-83.7% | $6,513-82.3% | $6,730-82.8% |
| Admin fee / account holder | $180,826 | $11,698+1445.7% | $11,058+1535.3% | $14,365+1158.8% |