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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 | $105,253 | $150,447-30.0% | $136,298-22.8% | $147,586-28.7% |
| Participation rate | 38.9% | 84.4%-45.5pp | 81.9%-43.0pp | 82.8%-43.9pp |
| Annual return | 7.01% | 1049.15%-1042.1pp | 5156.27%-5149.3pp | 578.59%-571.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $200 | $6,631-97.0% | $6,247-96.8% | $5,439-96.3% |
| Admin fee / account holder | $3,036 | $10,906-72.2% | $9,244-67.2% | $10,886-72.1% |