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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 | $143,799 | $162,136-11.3% | $152,301-5.6% | $154,746-7.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | -1.72% | 91.02%-92.7pp | 80.50%-82.2pp | 172.34%-174.1pp |
| Employer contribution / active EE | $12,500 | $4,890+155.6% | $4,624+170.3% | $4,379+185.4% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,781 | $15,759-88.7% | $14,398-87.6% | $14,365-87.6% |