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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 | $126,870 | $150,447-15.7% | $136,298-6.9% | $147,586-14.0% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 10.39% | 1049.15%-1038.8pp | 5156.27%-5145.9pp | 578.59%-568.2pp |
| Employer contribution / active EE | $1,248 | $5,256-76.3% | $4,696-73.4% | $4,876-74.4% |
| Participant deferral / active EE | $1,679 | $6,631-74.7% | $6,247-73.1% | $5,439-69.1% |
| Admin fee / account holder | $4,160 | $10,906-61.9% | $9,244-55.0% | $10,886-61.8% |