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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 | $140,848 | $167,362-15.8% | $143,799-2.1% | $134,532+4.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -23.36% | 0.47%-23.8pp | -0.04%-23.3pp | 418.27%-441.6pp |
| Employer contribution / active EE | $1,667 | $5,620-70.3% | $4,952-66.3% | $4,741-64.8% |
| Participant deferral / active EE | $1,667 | $6,447-74.1% | $5,638-70.4% | $6,401-74.0% |
| Admin fee / account holder | $1,468 | $18,094-91.9% | $14,677-90.0% | $11,429-87.2% |