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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 | $98,373 | $150,447-34.6% | $136,298-27.8% | $147,586-33.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 9.97% | 1049.15%-1039.2pp | 5156.27%-5146.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $1,389 | $5,256-73.6% | $4,696-70.4% | $4,876-71.5% |
| Participant deferral / active EE | $1,389 | $6,631-79.1% | $6,247-77.8% | $5,439-74.5% |
| Admin fee / account holder | $83,126 | $10,906+662.2% | $9,244+799.2% | $10,886+663.6% |