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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 | $224,331 | $118,695+89.0% | $98,916+126.8% | $158,950+41.1% |
| Participation rate | 20.0% | 77.8%-57.8pp | 76.0%-56.0pp | 82.0%-62.0pp |
| Annual return | -16.96% | 372.39%-389.4pp | 196.45%-213.4pp | 302.91%-319.9pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $607 | $5,088-88.1% | $4,245-85.7% | $5,983-89.9% |
| Admin fee / account holder | $1,275 | $10,132-87.4% | $6,642-80.8% | $11,248-88.7% |