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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 | $26,866 | $150,446-82.1% | $136,297-80.3% | $147,585-81.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 8.27% | 1049.14%-1040.9pp | 5156.19%-5147.9pp | 578.58%-570.3pp |
| Employer contribution / active EE | $1,543 | $5,256-70.6% | $4,696-67.1% | $4,876-68.4% |
| Participant deferral / active EE | $2,102 | $6,631-68.3% | $6,247-66.4% | $5,439-61.4% |
| Admin fee / account holder | $15,268 | $10,906+40.0% | $9,244+65.2% | $10,886+40.3% |