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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 | $21,198 | $100,811-79.0% | $86,698-75.6% | $134,545-84.2% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -30.88% | 29.11%-60.0pp | 35.96%-66.8pp | 418.37%-449.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $734 | $5,339-86.2% | $4,656-84.2% | $6,401-88.5% |
| Admin fee / account holder | $523 | $10,926-95.2% | $7,492-93.0% | $11,431-95.4% |