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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 | $100,191 | $50,919+96.8% | $155,556-35.6% | $77,762+28.8% |
| Participation rate | 0.9% | 63.1%-62.2pp | 78.2%-77.3pp | 70.6%-69.7pp |
| Annual return | 4.32% | 34.84%-30.5pp | 64.84%-60.5pp | 31.27%-26.9pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $4 | $2,824-99.8% | $5,631-99.9% | $4,651-99.9% |
| Admin fee / account holder | $2,124 | $437+386.3% | $15,885-86.6% | $433+390.7% |