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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 | $25,308 | $150,447-83.2% | $136,298-81.4% | $147,586-82.9% |
| Participation rate | 46.2% | 84.4%-38.3pp | 81.9%-35.8pp | 82.8%-36.7pp |
| Annual return | -0.29% | 1049.15%-1049.4pp | 5156.27%-5156.6pp | 578.59%-578.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,917 | $6,631-71.1% | $6,247-69.3% | $5,439-64.8% |
| Admin fee / account holder | $3,888 | $10,906-64.4% | $9,244-57.9% | $10,886-64.3% |