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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 | $97,125-25.7% | $86,233-16.4% | $137,256-47.5% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | -33.29% | 74.19%-107.5pp | 61.39%-94.7pp | 220.34%-253.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $203 | $5,180-96.1% | $4,559-95.6% | $6,407-96.8% |
| Admin fee / account holder | $836 | $9,725-91.4% | $8,342-90.0% | $12,270-93.2% |