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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 | $36,904+117.6% | $158,223-49.3% | $65,191+23.2% |
| Participation rate | 1.1% | 62.1%-61.0pp | 79.2%-78.1pp | 63.0%-61.9pp |
| Annual return | 3.11% | 24.43%-21.3pp | 52.09%-49.0pp | 51.24%-48.1pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $226 | $1,936-88.3% | $5,467-95.9% | $2,671-91.5% |
| Admin fee / account holder | $141,293 | $793+17718.6% | $16,047+780.5% | $907+15479.4% |