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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 | $169,076 | $183,516-7.9% | $155,534+8.7% | $145,884+15.9% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | -29.81% | 61.43%-91.2pp | 64.92%-94.7pp | 551.85%-581.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $74 | $6,467-98.9% | $5,630-98.7% | $6,690-98.9% |
| Admin fee / account holder | $348 | $19,293-98.2% | $15,900-97.8% | $13,392-97.4% |