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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 | $24,929 | $190,879-86.9% | $160,009-84.4% | $134,532-81.5% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.0%-58.0pp | 81.2%-61.2pp |
| Annual return | -30.42% | 552.63%-583.1pp | 408.85%-439.3pp | 418.27%-448.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,335 | $6,924-80.7% | $6,183-78.4% | $6,401-79.1% |
| Admin fee / account holder | $2,915 | $10,495-72.2% | $8,715-66.6% | $11,429-74.5% |