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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 | $128,202 | $138,078-7.2% | $125,363+2.3% | $134,509-4.7% |
| Participation rate | 41.7% | 84.5%-42.8pp | 82.4%-40.7pp | 81.2%-39.6pp |
| Annual return | -21.15% | 750.49%-771.6pp | 572.15%-593.3pp | 418.13%-439.3pp |
| Employer contribution / active EE | $1,124 | $5,245-78.6% | $4,815-76.7% | $4,741-76.3% |
| Participant deferral / active EE | $2,248 | $7,800-71.2% | $7,447-69.8% | $6,400-64.9% |
| Admin fee / account holder | $21,531 | $11,566+86.2% | $10,005+115.2% | $11,427+88.4% |