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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 | $152,697 | $138,114+10.6% | $125,391+21.8% | $134,545+13.5% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -22.29% | 750.88%-773.2pp | 572.41%-594.7pp | 418.37%-440.7pp |
| Employer contribution / active EE | $1,085 | $5,246-79.3% | $4,816-77.5% | $4,742-77.1% |
| Participant deferral / active EE | $2,030 | $7,801-74.0% | $7,448-72.7% | $6,401-68.3% |
| Admin fee / account holder | $4,663 | $11,570-59.7% | $10,009-53.4% | $11,431-59.2% |