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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 | $131,548 | $112,915+16.5% | $90,965+44.6% | $158,950-17.2% |
| Participation rate | 8.3% | 74.7%-66.4pp | 69.0%-60.7pp | 82.0%-73.6pp |
| Annual return | -2.94% | 215.75%-218.7pp | 134.57%-137.5pp | 302.91%-305.9pp |
| Employer contribution / active EE | $477 | $2,894-83.5% | $2,122-77.5% | $4,762-90.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $253,422 | $8,044+3050.5% | $5,960+4152.2% | $11,248+2153.0% |