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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 | $36,497 | $106,008-65.6% | $92,240-60.4% | $147,586-75.3% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | -2.14% | 50.05%-52.2pp | 176.29%-178.4pp | 578.59%-580.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $412 | $4,478-90.8% | $3,897-89.4% | $5,439-92.4% |
| Admin fee / account holder | $6,723 | $6,333+6.2% | $5,194+29.4% | $10,886-38.2% |