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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 | $56,420 | $209,422-73.1% | $178,503-68.4% | $158,982-64.5% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | -3.92% | 188.81%-192.7pp | 151.12%-155.0pp | 302.99%-306.9pp |
| Employer contribution / active EE | $6,997 | $5,707+22.6% | $5,011+39.6% | $4,763+46.9% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $35,434 | $17,079+107.5% | $13,987+153.3% | $11,252+214.9% |