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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 | $106,582 | $52,353+103.6% | $120,225-11.3% | $82,448+29.3% |
| Participation rate | 10.5% | 58.3%-47.8pp | 69.6%-59.1pp | 68.1%-57.5pp |
| Annual return | 8.47% | 61.85%-53.4pp | 439.23%-430.8pp | 41.64%-33.2pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $158 | $2,627-94.0% | $3,999-96.1% | $4,139-96.2% |
| Admin fee / account holder | $37,160 | $4,363+751.8% | $5,696+552.4% | $7,234+413.7% |