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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 | $102,260 | $150,445-32.0% | $136,297-25.0% | $147,585-30.7% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 7.40% | 1049.14%-1041.7pp | 5156.16%-5148.8pp | 578.57%-571.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,979 | $6,631-70.2% | $6,247-68.3% | $5,439-63.6% |
| Admin fee / account holder | $1,641 | $10,906-85.0% | $9,244-82.2% | $10,885-84.9% |