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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 | $163,139 | $160,040+1.9% | $147,096+10.9% | $145,877+11.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | -1.93% | 98.49%-100.4pp | 419.75%-421.7pp | 551.28%-553.2pp |
| Employer contribution / active EE | $8,972 | $5,289+69.6% | $4,936+81.8% | $4,663+92.4% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $338 | $15,050-97.8% | $13,005-97.4% | $13,402-97.5% |