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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 | $169,294 | $166,268+1.8% | $165,100+2.5% | $145,897+16.0% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.6pp |
| Annual return | -3.64% | 100.52%-104.2pp | 70.21%-73.8pp | 552.29%-555.9pp |
| Employer contribution / active EE | $1,187 | $5,284-77.5% | $4,348-72.7% | $4,663-74.5% |
| Participant deferral / active EE | $1,677 | $6,964-75.9% | $6,035-72.2% | $6,689-74.9% |
| Admin fee / account holder | $3,576 | $16,659-78.5% | $12,696-71.8% | $13,390-73.3% |