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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 | $79,098 | $52,519+50.6% | $155,789-49.2% | $59,632+32.6% |
| Participation rate | 12.5% | 61.7%-49.2pp | 76.1%-63.6pp | 68.7%-56.2pp |
| Annual return | -3.54% | 53.51%-57.1pp | 71.54%-75.1pp | 2041.32%-2044.9pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $177 | $3,084-94.3% | $4,798-96.3% | $3,192-94.4% |
| Admin fee / account holder | $6,085 | $3,540+71.9% | $7,477-18.6% | $4,297+41.6% |