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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 | $39,443 | $138,102-71.4% | $125,381-68.5% | $134,532-70.7% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -26.55% | 750.73%-777.3pp | 572.31%-598.9pp | 418.27%-444.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,243 | $7,801-71.2% | $7,448-69.9% | $6,401-65.0% |
| Admin fee / account holder | $2,893 | $11,568-75.0% | $10,007-71.1% | $11,429-74.7% |