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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 | $157,389 | $167,362-6.0% | $143,799+9.5% | $134,532+17.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -20.70% | 0.47%-21.2pp | -0.04%-20.7pp | 418.27%-439.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $200 | $6,447-96.9% | $5,638-96.5% | $6,401-96.9% |
| Admin fee / account holder | $25,157 | $18,094+39.0% | $14,677+71.4% | $11,429+120.1% |