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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 | $42,909+87.1% | $152,093-47.2% | $71,012+13.1% |
| Participation rate | 1.1% | 54.7%-53.6pp | 77.8%-76.7pp | 58.6%-57.5pp |
| Annual return | 3.11% | 30.57%-27.5pp | 66.36%-63.2pp | 37.67%-34.6pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $226 | $1,904-88.1% | $5,451-95.9% | $3,246-93.0% |
| Admin fee / account holder | $141,293 | $1,014+13832.9% | $14,497+874.7% | $1,167+12005.7% |