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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 | $78,155 | $180,459-56.7% | $154,108-49.3% | $135,380-42.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -14.49% | 888.21%-902.7pp | 735.21%-749.7pp | 519.81%-534.3pp |
| Employer contribution / active EE | $1,664 | $6,035-72.4% | $5,298-68.6% | $4,779-65.2% |
| Participant deferral / active EE | $1,663 | $5,806-71.4% | $5,081-67.3% | $5,609-70.3% |
| Admin fee / account holder | $392 | $16,145-97.6% | $13,411-97.1% | $10,828-96.4% |