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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 | $88,194 | $59,006+49.5% | $97,260-9.3% | $74,459+18.4% |
| Participation rate | 24.3% | 63.7%-39.4pp | 72.7%-48.3pp | 67.2%-42.9pp |
| Annual return | 10.10% | 16.04%-5.9pp | 75.54%-65.4pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,721-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $751 | $3,671-79.5% | $4,262-82.4% | $4,350-82.7% |
| Admin fee / account holder | $15,118 | $1,974+665.9% | $5,640+168.1% | $1,945+677.4% |