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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 | $138,936 | $102,393+35.7% | $147,041-5.5% | $80,911+71.7% |
| Participation rate | 6.3% | 75.9%-69.5pp | 82.2%-75.9pp | 67.6%-61.3pp |
| Annual return | 0.46% | 134.95%-134.5pp | 419.21%-418.8pp | 35.63%-35.2pp |
| Employer contribution / active EE | $1,567 | $3,715-57.8% | $4,935-68.2% | $2,756-43.1% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,502 | $7,943-81.1% | $13,006-88.4% | $6,935-78.3% |