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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 | $109,897 | $107,353+2.4% | $92,903+18.3% | $152,885-28.1% |
| Participation rate | 28.6% | 79.8%-51.2pp | 76.0%-47.4pp | 82.5%-53.9pp |
| Annual return | 0.17% | 145.62%-145.4pp | 109.43%-109.3pp | 345.39%-345.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $598 | $4,848-87.7% | $4,238-85.9% | $5,851-89.8% |
| Admin fee / account holder | $3,132 | $7,081-55.8% | $5,795-45.9% | $11,598-73.0% |