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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 | $98,584 | $150,447-34.5% | $136,298-27.7% | $147,586-33.2% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 10.27% | 1049.15%-1038.9pp | 5156.27%-5146.0pp | 578.59%-568.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,665 | $6,631-74.9% | $6,247-73.3% | $5,439-69.4% |
| Admin fee / account holder | $8,667 | $10,906-20.5% | $9,244-6.2% | $10,886-20.4% |