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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 | $28,288 | $168,626-83.2% | $133,698-78.8% | $145,897-80.6% |
| Participation rate | 28.6% | 80.4%-51.8pp | 76.4%-47.8pp | 80.3%-51.7pp |
| Annual return | -21.02% | 1168.99%-1190.0pp | 580.90%-601.9pp | 552.29%-573.3pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,218-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $962 | $8,688-88.9% | $7,016-86.3% | $6,689-85.6% |
| Admin fee / account holder | $3,366 | $9,638-65.1% | $6,703-49.8% | $13,390-74.9% |