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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 | $57,108 | $99,668-42.7% | $86,451-33.9% | $134,545-57.6% |
| Participation rate | 57.1% | 82.1%-24.9pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -21.14% | 6789.61%-6810.7pp | 4398.51%-4419.7pp | 418.37%-439.5pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,643 | $7,249-77.3% | $6,953-76.4% | $6,401-74.3% |
| Admin fee / account holder | $23,661 | $8,377+182.5% | $6,734+251.3% | $11,431+107.0% |