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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 | $47,151 | $138,078-65.9% | $125,363-62.4% | $134,509-64.9% |
| Participation rate | 38.5% | 84.5%-46.0pp | 82.4%-43.9pp | 81.2%-42.8pp |
| Annual return | -23.85% | 750.49%-774.3pp | 572.15%-596.0pp | 418.13%-442.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,087 | $7,800-73.2% | $7,447-72.0% | $6,400-67.4% |
| Admin fee / account holder | $2,330 | $11,566-79.9% | $10,005-76.7% | $11,427-79.6% |