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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 | $145,991 | $72,396+101.7% | $67,511+116.2% | $145,9590% |
| Participation rate | 29.4% | 76.9%-47.4pp | 72.9%-43.5pp | 80.3%-50.9pp |
| Annual return | -8.00% | 7194.07%-7202.1pp | 3517.41%-3525.4pp | 561.95%-570.0pp |
| Employer contribution / active EE | $10,350 | $3,071+237.1% | $2,733+278.8% | $4,661+122.1% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,337 | $5,538-57.8% | $3,999-41.6% | $13,398-82.6% |