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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 | $90,942 | $129,737-29.9% | $119,126-23.7% | $154,746-41.2% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 2.40% | 379.08%-376.7pp | 282.11%-279.7pp | 172.34%-169.9pp |
| Employer contribution / active EE | $688 | $4,375-84.3% | $4,034-83.0% | $4,379-84.3% |
| Participant deferral / active EE | $3,298 | $5,842-43.5% | $5,318-38.0% | $6,730-51.0% |
| Admin fee / account holder | $3,771 | $11,961-68.5% | $10,693-64.7% | $14,365-73.7% |