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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 | $88,754+163.7% | $81,820+186.1% | $145,877+60.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | -17.84% | 1031.77%-1049.6pp | 777.93%-795.8pp | 551.28%-569.1pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $250 | $4,648-94.6% | $4,323-94.2% | $6,691-96.3% |
| Admin fee / account holder | $1,547 | $8,424-81.6% | $7,391-79.1% | $13,402-88.5% |