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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 | $230,969 | $165,399+39.6% | $149,745+54.2% | $158,982+45.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | -17.74% | 348.34%-366.1pp | 276.72%-294.5pp | 302.99%-320.7pp |
| Employer contribution / active EE | $10,940 | $5,105+114.3% | $4,646+135.5% | $4,763+129.7% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,041 | $10,811+20.6% | $9,312+40.1% | $11,252+15.9% |