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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 | $156,398-61.4% | $147,318-59.0% | $138,895-56.5% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 79.9%-51.3pp |
| Annual return | -4.54% | 78.75%-83.3pp | 70.43%-75.0pp | 145.39%-149.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,177 | $8,237-73.6% | $7,906-72.5% | $6,396-66.0% |
| Admin fee / account holder | $56,217 | $14,976+275.4% | $13,708+310.1% | $12,562+347.5% |