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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 | $234,071 | $88,778+163.7% | $81,844+186.0% | $145,884+60.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | -17.84% | 1033.03%-1050.9pp | 778.87%-796.7pp | 551.85%-569.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $250 | $4,648-94.6% | $4,323-94.2% | $6,690-96.3% |
| Admin fee / account holder | $1,547 | $8,430-81.6% | $7,355-79.0% | $13,392-88.4% |