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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 | $62,016 | $55,446+11.8% | $155,574-60.1% | $74,429-16.7% |
| Participation rate | 3.8% | 61.9%-58.1pp | 78.2%-74.4pp | 67.2%-63.4pp |
| Annual return | 10.62% | 269.20%-258.6pp | 64.87%-54.2pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $91 | $2,836-96.8% | $5,629-98.4% | $4,348-97.9% |
| Admin fee / account holder | $894 | $1,743-48.7% | $15,914-94.4% | $1,944-54.0% |