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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 | $85,952 | $176,105-51.2% | $159,474-46.1% | $167,536-48.7% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | -23.80% | 331.91%-355.7pp | 263.68%-287.5pp | 478.82%-502.6pp |
| Employer contribution / active EE | $1,648 | $5,299-68.9% | $4,831-65.9% | $4,839-65.9% |
| Participant deferral / active EE | $1,982 | $7,751-74.4% | $7,353-73.1% | $6,342-68.8% |
| Admin fee / account holder | $12,743 | $12,559+1.5% | $10,802+18.0% | $12,315+3.5% |