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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 | $66,233 | $99,668-33.5% | $86,451-23.4% | $134,545-50.8% |
| Participation rate | 33.3% | 82.1%-48.7pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -27.36% | 6789.61%-6817.0pp | 4398.51%-4425.9pp | 418.37%-445.7pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $950 | $7,249-86.9% | $6,953-86.3% | $6,401-85.2% |
| Admin fee / account holder | $543 | $8,377-93.5% | $6,734-91.9% | $11,431-95.3% |