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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 | $113,329 | $160,059-29.2% | $140,019-19.1% | $135,380-16.3% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.5%-42.0pp | 82.6%-37.2pp |
| Annual return | -11.23% | 911.48%-922.7pp | 651.17%-662.4pp | 519.81%-531.0pp |
| Employer contribution / active EE | $5,455 | $6,420-15.0% | $5,605-2.7% | $4,779+14.1% |
| Participant deferral / active EE | $2,616 | $7,641-65.8% | $6,927-62.2% | $5,609-53.4% |
| Admin fee / account holder | $4,651 | $13,328-65.1% | $10,705-56.6% | $10,828-57.1% |