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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 | $102,385+35.7% | $147,080-5.5% | $80,935+71.7% |
| Participation rate | 6.3% | 75.9%-69.6pp | 82.2%-75.9pp | 67.7%-61.3pp |
| Annual return | 0.46% | 135.09%-134.6pp | 420.17%-419.7pp | 35.66%-35.2pp |
| Employer contribution / active EE | $1,567 | $3,717-57.8% | $4,933-68.2% | $2,757-43.2% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,502 | $7,951-81.1% | $12,989-88.4% | $6,924-78.3% |