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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 | $134,296 | $160,070-16.1% | $147,117-8.7% | $145,897-8.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.80% | 98.69%-90.9pp | 420.54%-412.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $24,680 | $5,285+367.0% | $4,932+400.4% | $4,663+429.3% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,571 | $15,035-82.9% | $12,993-80.2% | $13,390-80.8% |