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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 | $47,372 | $106,549-55.5% | $91,225-48.1% | $134,509-64.8% |
| Participation rate | 30.8% | 76.8%-46.0pp | 73.2%-42.4pp | 81.2%-50.5pp |
| Annual return | -38.40% | 160.73%-199.1pp | 114.10%-152.5pp | 418.13%-456.5pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $765 | $4,719-83.8% | $4,234-81.9% | $6,400-88.0% |
| Admin fee / account holder | $830 | $6,234-86.7% | $5,422-84.7% | $11,427-92.7% |