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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 | $82,176 | $112,131-26.7% | $95,964-14.4% | $158,982-48.3% |
| Participation rate | 37.5% | 79.0%-41.5pp | 77.1%-39.6pp | 82.0%-44.5pp |
| Annual return | -4.36% | 171.19%-175.5pp | 91.64%-96.0pp | 302.99%-307.3pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,040 | $4,784-78.3% | $4,167-75.0% | $5,983-82.6% |
| Admin fee / account holder | $1,188 | $10,136-88.3% | $6,797-82.5% | $11,252-89.4% |