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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 | $35,937 | $150,446-76.1% | $136,297-73.6% | $147,585-75.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 4.94% | 1049.14%-1044.2pp | 5156.19%-5151.3pp | 578.58%-573.6pp |
| Employer contribution / active EE | $975 | $5,256-81.4% | $4,696-79.2% | $4,876-80.0% |
| Participant deferral / active EE | $1,814 | $6,631-72.6% | $6,247-71.0% | $5,439-66.7% |
| Admin fee / account holder | $22,198 | $10,906+103.5% | $9,244+140.1% | $10,886+103.9% |