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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 | $38,989 | $90,489-56.9% | $76,051-48.7% | $145,978-73.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | -22.23% | 622.78%-645.0pp | 360.42%-382.6pp | 550.52%-572.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $57 | $5,164-98.9% | $4,257-98.7% | $6,690-99.1% |
| Admin fee / account holder | $24,942 | $8,374+197.8% | $6,416+288.7% | $13,400+86.1% |