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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 | $69,784 | $162,136-57.0% | $152,301-54.2% | $154,746-54.9% |
| Participation rate | 64.7% | 84.1%-19.4pp | 82.4%-17.7pp | 80.7%-16.0pp |
| Annual return | -3.69% | 91.02%-94.7pp | 80.50%-84.2pp | 172.34%-176.0pp |
| Employer contribution / active EE | $1,996 | $4,890-59.2% | $4,624-56.8% | $4,379-54.4% |
| Participant deferral / active EE | $1,996 | $8,341-76.1% | $8,004-75.1% | $6,730-70.3% |
| Admin fee / account holder | $197,379 | $15,759+1152.5% | $14,398+1270.9% | $14,365+1274.0% |