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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 | $167,582 | $138,102+21.3% | $125,381+33.7% | $134,532+24.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.69% | 750.73%-772.4pp | 572.31%-594.0pp | 418.27%-440.0pp |
| Employer contribution / active EE | $1,367 | $5,245-73.9% | $4,815-71.6% | $4,741-71.2% |
| Participant deferral / active EE | $1,367 | $7,801-82.5% | $7,448-81.6% | $6,401-78.6% |
| Admin fee / account holder | $16,984 | $11,568+46.8% | $10,007+69.7% | $11,429+48.6% |