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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 | $36,002+123.0% | $161,489-50.3% | $64,728+24.1% |
| Participation rate | 1.1% | 57.4%-56.4pp | 78.7%-77.6pp | 57.9%-56.8pp |
| Annual return | 3.11% | 33.93%-30.8pp | 89.72%-86.6pp | 49.38%-46.3pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $226 | $1,815-87.6% | $5,630-96.0% | $2,729-91.7% |
| Admin fee / account holder | $141,293 | $931+15082.7% | $16,006+782.8% | $1,145+12238.6% |