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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 | $18,297 | $99,644-81.6% | $86,438-78.8% | $134,532-86.4% |
| Participation rate | 57.1% | 82.1%-24.9pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -21.58% | 6787.26%-6808.8pp | 4397.19%-4418.8pp | 418.27%-439.8pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $681 | $7,247-90.6% | $6,952-90.2% | $6,401-89.4% |
| Admin fee / account holder | $23,504 | $8,375+180.7% | $6,733+249.1% | $11,429+105.7% |