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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 | $72,122 | $107,809-33.1% | $97,032-25.7% | $155,188-53.5% |
| Participation rate | 25.0% | 75.5%-50.5pp | 71.6%-46.6pp | 80.8%-55.8pp |
| Annual return | -33.29% | 38.06%-71.4pp | 35.38%-68.7pp | 148.84%-182.1pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $203 | $5,129-96.1% | $4,672-95.7% | $6,531-96.9% |
| Admin fee / account holder | $836 | $10,717-92.2% | $9,418-91.1% | $14,480-94.2% |