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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 | $134,034 | $167,362-19.9% | $143,799-6.8% | $134,532-0.4% |
| Participation rate | 16.7% | 84.8%-68.2pp | 80.3%-63.6pp | 81.2%-64.6pp |
| Annual return | -35.35% | 0.47%-35.8pp | -0.04%-35.3pp | 418.27%-453.6pp |
| Employer contribution / active EE | $1,566 | $5,620-72.1% | $4,952-68.4% | $4,741-67.0% |
| Participant deferral / active EE | $1,838 | $6,447-71.5% | $5,638-67.4% | $6,401-71.3% |
| Admin fee / account holder | $1,365 | $18,094-92.5% | $14,677-90.7% | $11,429-88.1% |