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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 | $67,154 | $138,102-51.4% | $125,381-46.4% | $134,532-50.1% |
| Participation rate | 30.0% | 84.5%-54.5pp | 82.4%-52.4pp | 81.2%-51.2pp |
| Annual return | -25.43% | 750.73%-776.2pp | 572.31%-597.7pp | 418.27%-443.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,797 | $7,801-77.0% | $7,448-75.9% | $6,401-71.9% |
| Admin fee / account holder | $19,317 | $11,568+67.0% | $10,007+93.0% | $11,429+69.0% |