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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 | $125,512 | $217,432-42.3% | $185,849-32.5% | $167,536-25.1% |
| Participation rate | 64.7% | 86.1%-21.3pp | 81.7%-17.0pp | 82.1%-17.4pp |
| Annual return | 8.01% | 148.42%-140.4pp | 122.10%-114.1pp | 478.82%-470.8pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,959 | $6,357-53.4% | $5,569-46.9% | $6,342-53.3% |
| Admin fee / account holder | $9,577 | $19,818-51.7% | $16,244-41.0% | $12,315-22.2% |