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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 | $60,379 | $155,555-61.2% | $146,866-58.9% | $155,188-61.1% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.5%-53.9pp | 80.8%-52.2pp |
| Annual return | -4.54% | 115.41%-120.0pp | 102.85%-107.4pp | 148.84%-153.4pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,177 | $8,044-72.9% | $7,759-71.9% | $6,531-66.7% |
| Admin fee / account holder | $56,217 | $14,755+281.0% | $13,620+312.8% | $14,480+288.2% |