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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 | $55,156 | $39,798+38.6% | $67,704-18.5% | $59,633-7.5% |
| Participation rate | 14.6% | 57.4%-42.7pp | 67.5%-52.9pp | 68.7%-54.0pp |
| Annual return | -3.65% | 89.94%-93.6pp | 25.41%-29.1pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $490 | $2,335-79.0% | $3,585-86.3% | $3,192-84.6% |
| Admin fee / account holder | $1,249 | $3,212-61.1% | $4,255-70.7% | $4,297-70.9% |