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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 | $59,804 | $28,624+108.9% | $53,647+11.5% | $82,637-27.6% |
| Participation rate | 3.3% | 47.3%-43.9pp | 56.3%-52.9pp | 68.1%-64.7pp |
| Annual return | 14.47% | 664.98%-650.5pp | 358.33%-343.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $167 | $1,196-86.1% | $1,813-90.8% | $4,126-96.0% |
| Admin fee / account holder | $40,412 | $2,022+1898.9% | $2,460+1542.8% | $7,339+450.7% |