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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 | $32,803 | $102,696-68.1% | $86,235-62.0% | $139,487-76.5% |
| Participation rate | 4.5% | 74.5%-70.0pp | 69.0%-64.4pp | 80.3%-75.8pp |
| Annual return | -6.70% | 1925.91%-1932.6pp | 1170.03%-1176.7pp | 373.84%-380.5pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $36 | $4,679-99.2% | $3,987-99.1% | $6,713-99.5% |
| Admin fee / account holder | $568 | $8,667-93.4% | $6,856-91.7% | $11,407-95.0% |