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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 | $125,530 | $138,114-9.1% | $125,391+0.1% | $134,545-6.7% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -22.71% | 750.88%-773.6pp | 572.41%-595.1pp | 418.37%-441.1pp |
| Employer contribution / active EE | $1,082 | $5,246-79.4% | $4,816-77.5% | $4,742-77.2% |
| Participant deferral / active EE | $1,911 | $7,801-75.5% | $7,448-74.3% | $6,401-70.1% |
| Admin fee / account holder | $1,738 | $11,570-85.0% | $10,009-82.6% | $11,431-84.8% |