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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 | $184,047 | $101,618+81.1% | $93,063+97.8% | $137,256+34.1% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | -3.82% | 223.95%-227.8pp | 34.15%-38.0pp | 220.34%-224.2pp |
| Employer contribution / active EE | $321 | $2,707-88.1% | $2,476-87.0% | $4,156-92.3% |
| Participant deferral / active EE | $321 | $4,279-92.5% | $3,958-91.9% | $6,407-95.0% |
| Admin fee / account holder | $1,313 | $6,198-78.8% | $6,033-78.2% | $12,270-89.3% |