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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 | $33,038 | $138,075-76.1% | $123,552-73.3% | $135,379-75.6% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -9.83% | 153.70%-163.5pp | 119.20%-129.0pp | 519.79%-529.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $827 | $6,800-87.8% | $6,426-87.1% | $5,609-85.3% |
| Admin fee / account holder | $424 | $10,917-96.1% | $9,285-95.4% | $10,828-96.1% |