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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 | $102,683 | $39,245+161.6% | $64,105+60.2% | $52,331+96.2% |
| Participation rate | 3.7% | 58.2%-54.6pp | 68.2%-64.5pp | 68.1%-64.4pp |
| Annual return | -3.66% | 14.79%-18.4pp | 791.24%-794.9pp | 4.54%-8.2pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $378 | $1,992-81.0% | $2,822-86.6% | $3,022-87.5% |
| Admin fee / account holder | $10,142 | $592+1611.8% | $4,499+125.4% | $592+1614.4% |