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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 | $160,040-16.1% | $147,096-8.7% | $145,877-7.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.80% | 98.49%-90.7pp | 419.75%-411.9pp | 551.28%-543.5pp |
| Employer contribution / active EE | $24,680 | $5,289+366.6% | $4,936+400.0% | $4,663+429.3% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,571 | $15,050-82.9% | $13,005-80.2% | $13,402-80.8% |