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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 | $115,162 | $111,878+2.9% | $93,727+22.9% | $145,897-21.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | -7.67% | 204.28%-211.9pp | 133.83%-141.5pp | 552.29%-560.0pp |
| Employer contribution / active EE | $985 | $3,092-68.1% | $2,421-59.3% | $4,663-78.9% |
| Participant deferral / active EE | $1,085 | $4,920-77.9% | $4,417-75.4% | $6,689-83.8% |
| Admin fee / account holder | $766 | $10,256-92.5% | $8,292-90.8% | $13,390-94.3% |