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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 | $101,794 | $162,785-37.5% | $133,959-24.0% | $158,950-36.0% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | -5.43% | 41.94%-47.4pp | 45.09%-50.5pp | 302.91%-308.3pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,413 | $5,910-76.1% | $5,047-72.0% | $5,983-76.4% |
| Admin fee / account holder | $1,065 | $11,738-90.9% | $8,928-88.1% | $11,248-90.5% |