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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 | $205,384 | $171,867+19.5% | $149,721+37.2% | $147,586+39.2% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | -1.47% | 2113.36%-2114.8pp | 1501.67%-1503.1pp | 578.59%-580.1pp |
| Employer contribution / active EE | $17,307 | $6,275+175.8% | $5,444+217.9% | $4,876+254.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $32,796 | $13,799+137.7% | $11,282+190.7% | $10,886+201.3% |