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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 | $173,340-83.7% | $136,007-79.2% | $145,959-80.6% |
| Participation rate | 28.6% | 80.5%-51.9pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | -21.02% | 1163.32%-1184.3pp | 579.32%-600.3pp | 561.95%-583.0pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,215-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $962 | $8,699-88.9% | $7,024-86.3% | $6,689-85.6% |
| Admin fee / account holder | $3,366 | $9,954-66.2% | $6,858-50.9% | $13,398-74.9% |