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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 | $101,099 | $67,894+48.9% | $89,340+13.2% | $82,448+22.6% |
| Participation rate | 3.4% | 64.0%-60.7pp | 69.6%-66.2pp | 68.1%-64.7pp |
| Annual return | -8.35% | 19.21%-27.6pp | 20.57%-28.9pp | 41.64%-50.0pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $535 | $3,072-82.6% | $3,823-86.0% | $4,139-87.1% |
| Admin fee / account holder | $43,629 | $5,723+662.4% | $6,704+550.8% | $7,234+503.1% |