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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 | $109,438 | $102,696+6.6% | $86,235+26.9% | $139,487-21.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | -11.34% | 1925.91%-1937.2pp | 1170.03%-1181.4pp | 373.84%-385.2pp |
| Employer contribution / active EE | $22,000 | $3,034+625.1% | $2,381+824.0% | $4,755+362.7% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $27,320 | $8,667+215.2% | $6,856+298.5% | $11,407+139.5% |