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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 | $240,397 | $88,672+171.1% | $105,223+128.5% | $82,448+191.6% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | -11.51% | 30.86%-42.4pp | 180.65%-192.2pp | 41.64%-53.1pp |
| Employer contribution / active EE | $11,812 | $3,048+287.6% | $3,689+220.2% | $2,551+363.1% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,373 | $7,146-66.8% | $8,859-73.2% | $7,234-67.2% |