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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 | $123,969 | $180,466-31.3% | $154,114-19.6% | $135,382-8.4% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -9.50% | 888.15%-897.7pp | 735.16%-744.7pp | 519.77%-529.3pp |
| Employer contribution / active EE | $1,429 | $6,035-76.3% | $5,298-73.0% | $4,779-70.1% |
| Participant deferral / active EE | $1,516 | $5,806-73.9% | $5,081-70.2% | $5,609-73.0% |
| Admin fee / account holder | $1,514 | $16,144-90.6% | $13,411-88.7% | $10,829-86.0% |