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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 | $21,047 | $148,582-85.8% | $135,942-84.5% | $139,456-84.9% |
| Participation rate | 30.0% | 83.9%-53.9pp | 81.9%-51.9pp | 80.3%-50.3pp |
| Annual return | -7.69% | 79.26%-86.9pp | 68.28%-76.0pp | 373.45%-381.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,212 | $8,101-85.0% | $7,759-84.4% | $6,711-81.9% |
| Admin fee / account holder | $4,406 | $12,402-64.5% | $10,764-59.1% | $11,407-61.4% |