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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 | $104,564 | $47,135+121.8% | $149,682-30.1% | $74,434+40.5% |
| Participation rate | 1.0% | 63.4%-62.4pp | 78.8%-77.8pp | 70.7%-69.8pp |
| Annual return | 9.75% | 22.75%-13.0pp | 134.35%-124.6pp | 34.37%-24.6pp |
| Employer contribution / active EE | $0 | $1,906-100.0% | $4,818-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $6 | $2,728-99.8% | $5,681-99.9% | $4,529-99.9% |
| Admin fee / account holder | $1,087 | $343+217.3% | $13,210-91.8% | $348+212.6% |