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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 | $70,306 | $172,111-59.2% | $150,298-53.2% | $137,256-48.8% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | -8.94% | 69.37%-78.3pp | 62.79%-71.7pp | 220.34%-229.3pp |
| Employer contribution / active EE | $1,948 | $4,636-58.0% | $4,154-53.1% | $4,156-53.1% |
| Participant deferral / active EE | $442 | $6,166-92.8% | $5,453-91.9% | $6,407-93.1% |
| Admin fee / account holder | $788,804 | $16,471+4689.1% | $14,116+5488.1% | $12,270+6328.6% |