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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 | $121,033 | $88,672+36.5% | $105,223+15.0% | $82,448+46.8% |
| Participation rate | 6.9% | 67.9%-61.0pp | 75.0%-68.1pp | 68.1%-61.2pp |
| Annual return | -0.58% | 30.86%-31.4pp | 180.65%-181.2pp | 41.64%-42.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $148 | $4,036-96.3% | $5,072-97.1% | $4,139-96.4% |
| Admin fee / account holder | $4,150 | $7,146-41.9% | $8,859-53.2% | $7,234-42.6% |