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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 | $68,618 | $150,446-54.4% | $136,297-49.7% | $147,585-53.5% |
| Participation rate | 52.4% | 84.4%-32.0pp | 81.9%-29.5pp | 82.8%-30.4pp |
| Annual return | 9.35% | 1049.14%-1039.8pp | 5156.19%-5146.8pp | 578.58%-569.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,379 | $6,631-79.2% | $6,247-77.9% | $5,439-74.6% |
| Admin fee / account holder | $21,601 | $10,906+98.1% | $9,244+133.7% | $10,886+98.4% |