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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 | $167,359 | $138,114+21.2% | $125,391+33.5% | $134,545+24.4% |
| Participation rate | 10.0% | 84.5%-74.5pp | 82.4%-72.4pp | 81.2%-71.2pp |
| Annual return | -20.81% | 750.88%-771.7pp | 572.41%-593.2pp | 418.37%-439.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $200 | $7,801-97.4% | $7,448-97.3% | $6,401-96.9% |
| Admin fee / account holder | $3,765 | $11,570-67.5% | $10,009-62.4% | $11,431-67.1% |