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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 | $29,803 | $99,031-69.9% | $86,597-65.6% | $147,585-79.8% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | -3.61% | 1312.56%-1316.2pp | 964.96%-968.6pp | 578.57%-582.2pp |
| Employer contribution / active EE | $204 | $3,132-93.5% | $2,840-92.8% | $4,876-95.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $660 | $5,711-88.4% | $4,906-86.5% | $10,885-93.9% |