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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 | $63,794 | $56,197+13.5% | $67,652-5.7% | $59,633+7.0% |
| Participation rate | 31.4% | 71.5%-40.1pp | 75.7%-44.3pp | 68.7%-37.3pp |
| Annual return | -2.41% | 18508.10%-18510.5pp | 6625.40%-6627.8pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $656 | $2,844-76.9% | $3,560-81.6% | $3,192-79.4% |
| Admin fee / account holder | $3,532 | $3,958-10.8% | $4,821-26.7% | $4,297-17.8% |