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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 | $80,296 | $38,165+110.4% | $189,758-57.7% | $69,255+15.9% |
| Participation rate | 1.1% | 66.7%-65.6pp | 79.8%-78.7pp | 69.0%-68.0pp |
| Annual return | 3.11% | 14.65%-11.5pp | 52.62%-49.5pp | 26.73%-23.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $4,767-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $226 | $2,073-89.1% | $5,856-96.1% | $2,890-92.2% |
| Admin fee / account holder | $141,293 | $714+19678.7% | $20,388+593.0% | $733+19181.6% |