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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 | $55,470+11.8% | $155,556-60.1% | $74,478-16.7% |
| Participation rate | 3.8% | 61.9%-58.1pp | 78.2%-74.4pp | 67.2%-63.4pp |
| Annual return | 10.62% | 269.80%-259.2pp | 64.84%-54.2pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $91 | $2,838-96.8% | $5,631-98.4% | $4,350-97.9% |
| Admin fee / account holder | $894 | $1,744-48.7% | $15,885-94.4% | $1,946-54.0% |