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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 | $99,747 | $184,000-45.8% | $162,185-38.5% | $152,909-34.8% |
| Participation rate | 37.5% | 88.5%-51.0pp | 87.6%-50.1pp | 82.5%-45.0pp |
| Annual return | -10.80% | 150.80%-161.6pp | 115.61%-126.4pp | 345.46%-356.3pp |
| Employer contribution / active EE | $1,959 | $6,370-69.2% | $5,613-65.1% | $4,764-58.9% |
| Participant deferral / active EE | $2,422 | $8,033-69.8% | $7,297-66.8% | $5,851-58.6% |
| Admin fee / account holder | $25,426 | $13,124+93.7% | $10,844+134.5% | $11,601+119.2% |