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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 | $25,643 | $150,447-83.0% | $136,298-81.2% | $147,586-82.6% |
| Participation rate | 14.3% | 84.4%-70.1pp | 81.9%-67.6pp | 82.8%-68.5pp |
| Annual return | 4.73% | 1049.15%-1044.4pp | 5156.27%-5151.5pp | 578.59%-573.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $790 | $6,631-88.1% | $6,247-87.4% | $5,439-85.5% |
| Admin fee / account holder | $14,384 | $10,906+31.9% | $9,244+55.6% | $10,886+32.1% |