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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 | $79,125 | $175,259-54.9% | $149,723-47.2% | $139,487-43.3% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | -0.08% | 166.82%-166.9pp | 134.50%-134.6pp | 373.84%-373.9pp |
| Employer contribution / active EE | $1,360 | $5,478-75.2% | $4,821-71.8% | $4,755-71.4% |
| Participant deferral / active EE | $1,750 | $6,522-73.2% | $5,682-69.2% | $6,713-73.9% |
| Admin fee / account holder | $101,422 | $16,158+527.7% | $13,215+667.5% | $11,407+789.1% |