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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 | $53,262 | $134,001-60.3% | $112,258-52.6% | $134,509-60.4% |
| Participation rate | 18.2% | 78.6%-60.4pp | 75.1%-56.9pp | 81.2%-63.0pp |
| Annual return | -21.99% | 47.15%-69.1pp | 27.47%-49.5pp | 418.13%-440.1pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $883 | $5,291-83.3% | $4,728-81.3% | $6,400-86.2% |
| Admin fee / account holder | $8,840 | $7,491+18.0% | $6,411+37.9% | $11,427-22.6% |