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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 | $68,889 | $150,442-54.2% | $136,295-49.5% | $147,585-53.3% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 9.26% | 1049.09%-1039.8pp | 5155.97%-5146.7pp | 578.56%-569.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,377 | $6,630-79.2% | $6,247-78.0% | $5,439-74.7% |
| Admin fee / account holder | $367 | $10,905-96.6% | $9,243-96.0% | $10,885-96.6% |