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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 | $68,838 | $91,525-24.8% | $130,026-47.1% | $75,181-8.4% |
| Participation rate | 36.0% | 71.4%-35.4pp | 78.5%-42.5pp | 67.2%-31.2pp |
| Annual return | 10.45% | -631.40%+641.8pp | -137.26%+147.7pp | 160.69%-150.2pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,457 | $4,342-66.4% | $5,821-75.0% | $4,126-64.7% |
| Admin fee / account holder | $35,874 | $6,778+429.2% | $10,608+238.2% | $5,650+535.0% |