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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 | $121,058 | $150,447-19.5% | $136,298-11.2% | $147,586-18.0% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 6.01% | 1049.15%-1043.1pp | 5156.27%-5150.3pp | 578.59%-572.6pp |
| Employer contribution / active EE | $5,555 | $5,256+5.7% | $4,696+18.3% | $4,876+13.9% |
| Participant deferral / active EE | $1,440 | $6,631-78.3% | $6,247-76.9% | $5,439-73.5% |
| Admin fee / account holder | $53,988 | $10,906+395.0% | $9,244+484.0% | $10,886+396.0% |