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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 | $41,361 | $138,078-70.0% | $125,363-67.0% | $134,509-69.3% |
| Participation rate | 22.7% | 84.5%-61.8pp | 82.4%-59.6pp | 81.2%-58.5pp |
| Annual return | -23.71% | 750.49%-774.2pp | 572.15%-595.9pp | 418.13%-441.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $698 | $7,800-91.1% | $7,447-90.6% | $6,400-89.1% |
| Admin fee / account holder | $405 | $11,566-96.5% | $10,005-96.0% | $11,427-96.5% |