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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 | $28,411 | $150,447-81.1% | $136,298-79.2% | $147,586-80.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 9.49% | 1049.15%-1039.7pp | 5156.27%-5146.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $1,427 | $5,256-72.9% | $4,696-69.6% | $4,876-70.7% |
| Participant deferral / active EE | $1,696 | $6,631-74.4% | $6,247-72.9% | $5,439-68.8% |
| Admin fee / account holder | $2,851 | $10,906-73.9% | $9,244-69.2% | $10,886-73.8% |