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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 | $64,768 | $88,778-27.0% | $81,844-20.9% | $145,884-55.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 6.79% | 1033.03%-1026.2pp | 778.87%-772.1pp | 551.85%-545.1pp |
| Employer contribution / active EE | $3,174 | $3,087+2.8% | $2,916+8.8% | $4,662-31.9% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $27,080 | $8,430+221.2% | $7,355+268.2% | $13,392+102.2% |