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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 | $111,535+35.8% | $105,223+43.9% | $137,256+10.4% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | -14.10% | 237.85%-252.0pp | 180.65%-194.7pp | 220.34%-234.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,100 | $5,500-80.0% | $5,072-78.3% | $6,407-82.8% |
| Admin fee / account holder | $44,413 | $9,721+356.9% | $8,859+401.3% | $12,270+262.0% |