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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 | $124,566 | $160,028-22.2% | $147,080-15.3% | $145,884-14.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 4.96% | 98.60%-93.6pp | 420.17%-415.2pp | 551.85%-546.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,000 | $8,422-76.3% | $8,066-75.2% | $6,690-70.1% |
| Admin fee / account holder | $75,331 | $15,030+401.2% | $12,989+480.0% | $13,392+462.5% |