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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 | $87,290 | $150,447-42.0% | $136,298-36.0% | $147,586-40.9% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 8.29% | 1049.15%-1040.9pp | 5156.27%-5148.0pp | 578.59%-570.3pp |
| Employer contribution / active EE | $1,078 | $5,256-79.5% | $4,696-77.0% | $4,876-77.9% |
| Participant deferral / active EE | $1,552 | $6,631-76.6% | $6,247-75.2% | $5,439-71.5% |
| Admin fee / account holder | $24,203 | $10,906+121.9% | $9,244+161.8% | $10,886+122.3% |