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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 | $55,180 | $162,821-66.1% | $133,978-58.8% | $158,982-65.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | -9.00% | 41.95%-50.9pp | 45.10%-54.1pp | 302.99%-312.0pp |
| Employer contribution / active EE | $1,140 | $4,976-77.1% | $3,919-70.9% | $4,763-76.1% |
| Participant deferral / active EE | $1,324 | $5,910-77.6% | $5,047-73.8% | $5,983-77.9% |
| Admin fee / account holder | $253,058 | $11,742+2055.2% | $8,930+2733.8% | $11,252+2149.1% |