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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 | $56,124 | $122,128-54.0% | $147,080-61.8% | $199,960-71.9% |
| Participation rate | 4.2% | 78.2%-74.0pp | 82.2%-78.0pp | 72.0%-67.8pp |
| Annual return | 13.51% | 30.58%-17.1pp | 420.17%-406.7pp | 34.28%-20.8pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $94 | $8,484-98.9% | $8,066-98.8% | $5,087-98.2% |
| Admin fee / account holder | $1,329 | $180+640.4% | $12,989-89.8% | $269+393.6% |