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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 | $151,276 | $106,918+41.5% | $84,021+80.0% | $152,897-1.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | -2.10% | 105.01%-107.1pp | 71.32%-73.4pp | 345.43%-347.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $480 | $4,012-88.0% | $3,239-85.2% | $5,851-91.8% |
| Admin fee / account holder | $53,836 | $8,288+549.6% | $6,102+782.3% | $11,599+364.1% |