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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 | $98,468 | $111,878-12.0% | $93,727+5.1% | $145,897-32.5% |
| Participation rate | 21.4% | 74.2%-52.8pp | 68.7%-47.3pp | 80.3%-58.9pp |
| Annual return | 5.63% | 204.28%-198.6pp | 133.83%-128.2pp | 552.29%-546.7pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3 | $4,920-99.9% | $4,417-99.9% | $6,689-100.0% |
| Admin fee / account holder | $53,467 | $10,256+421.3% | $8,292+544.8% | $13,390+299.3% |