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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 | $17,221 | $100,938-82.9% | $90,461-81.0% | $158,982-89.2% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.7%-27.2pp | 82.0%-36.5pp |
| Annual return | -2.46% | 1727.20%-1729.7pp | 1294.76%-1297.2pp | 302.99%-305.5pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $675 | $4,350-84.5% | $3,964-83.0% | $5,983-88.7% |
| Admin fee / account holder | $571 | $6,510-91.2% | $5,617-89.8% | $11,252-94.9% |