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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 | $227,953 | $171,867+32.6% | $149,718+52.3% | $147,585+54.5% |
| Participation rate | 0.0% | 88.2%-88.2pp | 87.1%-87.1pp | 82.8%-82.8pp |
| Annual return | -25.16% | 2113.36%-2138.5pp | 1501.70%-1526.9pp | 578.57%-603.7pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,588 | $7,270-78.2% | $6,568-75.8% | $5,439-70.8% |
| Admin fee / account holder | $13,444 | $13,799-2.6% | $11,283+19.2% | $10,885+23.5% |