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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 | $66,909 | $27,936+139.5% | $58,561+14.3% | $75,173-11.0% |
| Participation rate | 4.2% | 38.8%-34.7pp | 50.9%-46.7pp | 67.2%-63.0pp |
| Annual return | 11.16% | 44.21%-33.1pp | 4251.33%-4240.2pp | 160.72%-149.6pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $74 | $1,202-93.8% | $1,923-96.2% | $4,126-98.2% |
| Admin fee / account holder | $1,962 | $1,727+13.6% | $2,520-22.2% | $5,651-65.3% |