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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 | $110,690 | $150,447-26.4% | $136,298-18.8% | $147,586-25.0% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 7.25% | 1049.15%-1041.9pp | 5156.27%-5149.0pp | 578.59%-571.3pp |
| Employer contribution / active EE | $3,728 | $5,256-29.1% | $4,696-20.6% | $4,876-23.6% |
| Participant deferral / active EE | $1,477 | $6,631-77.7% | $6,247-76.4% | $5,439-72.8% |
| Admin fee / account holder | $426 | $10,906-96.1% | $9,244-95.4% | $10,886-96.1% |