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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 | $57,241 | $166,268-65.6% | $165,100-65.3% | $145,897-60.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 7.76% | 100.52%-92.8pp | 70.21%-62.5pp | 552.29%-544.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,377 | $6,964-80.2% | $6,035-77.2% | $6,689-79.4% |
| Admin fee / account holder | $46,410 | $16,659+178.6% | $12,696+265.6% | $13,390+246.6% |