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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 | $19,984 | $82,630-75.8% | $64,105-68.8% | $125,388-84.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 68.2%-18.2pp | 83.2%-33.2pp |
| Annual return | -4.16% | 1489.72%-1493.9pp | 791.24%-795.4pp | 282.24%-286.4pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $393 | $3,608-89.1% | $2,822-86.1% | $5,352-92.6% |
| Admin fee / account holder | $940 | $6,382-85.3% | $4,499-79.1% | $9,541-90.1% |