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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 | $72,403+101.6% | $67,524+116.2% | $145,9780% |
| Participation rate | 29.4% | 76.9%-47.5pp | 72.9%-43.5pp | 80.3%-50.9pp |
| Annual return | -8.00% | 7197.23%-7205.2pp | 3519.41%-3527.4pp | 550.52%-558.5pp |
| Employer contribution / active EE | $10,350 | $3,072+237.0% | $2,734+278.6% | $4,662+122.0% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,337 | $5,541-57.8% | $4,001-41.6% | $13,400-82.6% |