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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 | $151,876 | $150,447+0.9% | $136,298+11.4% | $147,586+2.9% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 6.55% | 1049.15%-1042.6pp | 5156.27%-5149.7pp | 578.59%-572.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $630 | $6,631-90.5% | $6,247-89.9% | $5,439-88.4% |
| Admin fee / account holder | $37,011 | $10,906+239.4% | $9,244+300.4% | $10,886+240.0% |