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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 | $45,771 | $209,425-78.1% | $178,499-74.4% | $158,966-71.2% |
| Participation rate | 12.5% | 86.4%-73.9pp | 81.9%-69.4pp | 82.0%-69.5pp |
| Annual return | -2.44% | 188.80%-191.2pp | 151.10%-153.5pp | 302.95%-305.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $593 | $5,955-90.0% | $5,202-88.6% | $5,983-90.1% |
| Admin fee / account holder | $8,225 | $17,078-51.8% | $13,986-41.2% | $11,250-26.9% |