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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 | $128,025 | $171,867-25.5% | $149,721-14.5% | $147,586-13.3% |
| Participation rate | 0.0% | 88.2%-88.2pp | 87.1%-87.1pp | 82.8%-82.8pp |
| Annual return | 6.49% | 2113.36%-2106.9pp | 1501.67%-1495.2pp | 578.59%-572.1pp |
| Employer contribution / active EE | $2,368 | $6,275-62.3% | $5,444-56.5% | $4,876-51.4% |
| Participant deferral / active EE | $2,368 | $7,270-67.4% | $6,568-63.9% | $5,439-56.5% |
| Admin fee / account holder | $5,472 | $13,799-60.3% | $11,282-51.5% | $10,886-49.7% |