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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 | $53,811 | $59,448-9.5% | $93,696-42.6% | $74,459-27.7% |
| Participation rate | 11.8% | 59.6%-47.9pp | 68.7%-57.0pp | 67.2%-55.5pp |
| Annual return | 0.89% | 82.11%-81.2pp | 133.74%-132.9pp | 1369.70%-1368.8pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,048 | $3,052-65.7% | $4,417-76.3% | $4,350-75.9% |
| Admin fee / account holder | $6,307 | $3,027+108.3% | $8,287-23.9% | $1,945+224.3% |