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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 | $180,852 | $138,114+30.9% | $125,391+44.2% | $134,545+34.4% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -25.60% | 750.88%-776.5pp | 572.41%-598.0pp | 418.37%-444.0pp |
| Employer contribution / active EE | $1,587 | $5,246-69.7% | $4,816-67.0% | $4,742-66.5% |
| Participant deferral / active EE | $1,878 | $7,801-75.9% | $7,448-74.8% | $6,401-70.7% |
| Admin fee / account holder | $992 | $11,570-91.4% | $10,009-90.1% | $11,431-91.3% |