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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 | $15,093 | $84,685-82.2% | $73,836-79.6% | $125,389-88.0% |
| Participation rate | 31.6% | 76.8%-45.2pp | 73.4%-41.9pp | 83.2%-51.6pp |
| Annual return | -4.10% | 3123.80%-3127.9pp | 2268.06%-2272.2pp | 282.24%-286.3pp |
| Employer contribution / active EE | $57 | $3,123-98.2% | $2,787-98.0% | $4,866-98.8% |
| Participant deferral / active EE | $439 | $3,993-89.0% | $3,583-87.8% | $5,352-91.8% |
| Admin fee / account holder | $907 | $5,694-84.1% | $4,882-81.4% | $9,541-90.5% |