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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 | $151,468 | $114,119+32.7% | $107,187+41.3% | $138,895+9.1% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 79.9%-37.1pp |
| Annual return | -14.10% | 273.21%-287.3pp | 204.55%-218.6pp | 145.39%-159.5pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,100 | $5,538-80.1% | $5,096-78.4% | $6,396-82.8% |
| Admin fee / account holder | $44,413 | $10,024+343.1% | $9,162+384.7% | $12,562+253.5% |