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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 | $17,361 | $138,114-87.4% | $125,391-86.2% | $134,545-87.1% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -21.45% | 750.88%-772.3pp | 572.41%-593.9pp | 418.37%-439.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,367 | $7,801-82.5% | $7,448-81.7% | $6,401-78.6% |
| Admin fee / account holder | $1,154 | $11,570-90.0% | $10,009-88.5% | $11,431-89.9% |