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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 | $205,700 | $197,637+4.1% | $177,848+15.7% | $158,982+29.4% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.7%-62.7pp | 82.0%-57.0pp |
| Annual return | -9.11% | 58.77%-67.9pp | 48.33%-57.4pp | 302.99%-312.1pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,539 | $8,405-81.7% | $7,714-80.0% | $5,983-74.3% |
| Admin fee / account holder | $181,111 | $15,406+1075.6% | $12,431+1356.9% | $11,252+1509.6% |