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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 | $37,555 | $82,630-54.6% | $64,105-41.4% | $125,389-70.0% |
| Participation rate | 52.9% | 75.9%-22.9pp | 68.2%-15.2pp | 83.2%-30.2pp |
| Annual return | -6.51% | 1489.72%-1496.2pp | 791.24%-797.7pp | 282.24%-288.7pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $654 | $3,608-81.9% | $2,822-76.8% | $5,352-87.8% |
| Admin fee / account holder | $7,505 | $6,382+17.6% | $4,499+66.8% | $9,541-21.3% |