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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $45,763 | $108,942-58.0% | $100,415-54.4% | $145,897-68.6% |
| Participation rate | 68.8% | 83.0%-14.2pp | 81.5%-12.8pp | 80.3%-11.6pp |
| Annual return | 9.94% | 58.27%-48.3pp | 49.47%-39.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,415 | $8,461-47.8% | $8,091-45.4% | $6,689-34.0% |
| Admin fee / account holder | $618 | $9,702-93.6% | $7,906-92.2% | $13,390-95.4% |