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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 | $151,417 | $29,051+421.2% | $52,425+188.8% | $67,986+122.7% |
| Participation rate | 0.8% | 30.4%-29.6pp | 55.6%-54.8pp | 57.2%-56.4pp |
| Annual return | -1.21% | 24.00%-25.2pp | 302.12%-303.3pp | 31.67%-32.9pp |
| Employer contribution / active EE | $50 | $412-87.9% | $914-94.5% | $2,019-97.5% |
| Participant deferral / active EE | $93 | $873-89.3% | $1,790-94.8% | $3,358-97.2% |
| Admin fee / account holder | $70,856 | $2,113+3253.9% | $2,495+2740.0% | $3,203+2112.1% |