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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 | $96,735 | $201,344-52.0% | $184,243-47.5% | $145,877-33.7% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | -74.89% | 29.01%-103.9pp | 28.82%-103.7pp | 551.28%-626.2pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $400 | $9,807-95.9% | $9,132-95.6% | $6,691-94.0% |
| Admin fee / account holder | $36,954 | $16,382+125.6% | $13,914+165.6% | $13,402+175.7% |