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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 | $170,677 | $171,867-0.7% | $149,721+14.0% | $147,586+15.6% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 7.71% | 2113.36%-2105.7pp | 1501.67%-1494.0pp | 578.59%-570.9pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $552 | $7,270-92.4% | $6,568-91.6% | $5,439-89.9% |
| Admin fee / account holder | $6,778 | $13,799-50.9% | $11,282-39.9% | $10,886-37.7% |