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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 | $83,249 | $39,245+112.1% | $64,105+29.9% | $52,331+59.1% |
| Participation rate | 8.9% | 58.2%-49.4pp | 68.2%-59.3pp | 68.1%-59.2pp |
| Annual return | -2.43% | 14.79%-17.2pp | 791.24%-793.7pp | 4.54%-7.0pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $262 | $1,992-86.8% | $2,822-90.7% | $3,022-91.3% |
| Admin fee / account holder | $602 | $592+1.6% | $4,499-86.6% | $592+1.7% |