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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 | $65,047 | $160,040-59.4% | $147,096-55.8% | $145,877-55.4% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 1.91% | 98.49%-96.6pp | 419.75%-417.8pp | 551.28%-549.4pp |
| Employer contribution / active EE | $2,134 | $5,289-59.6% | $4,936-56.8% | $4,663-54.2% |
| Participant deferral / active EE | $1,858 | $8,429-78.0% | $8,071-77.0% | $6,691-72.2% |
| Admin fee / account holder | $791,080 | $15,050+5156.4% | $13,005+5982.8% | $13,402+5802.6% |