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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 | $151,676 | $176,120-13.9% | $159,487-4.9% | $167,553-9.5% |
| Participation rate | 58.3% | 85.0%-26.6pp | 82.8%-24.5pp | 82.1%-23.8pp |
| Annual return | 6.08% | 331.95%-325.9pp | 263.71%-257.6pp | 478.89%-472.8pp |
| Employer contribution / active EE | $928 | $5,299-82.5% | $4,831-80.8% | $4,840-80.8% |
| Participant deferral / active EE | $6,835 | $7,752-11.8% | $7,354-7.1% | $6,343+7.8% |
| Admin fee / account holder | $44,615 | $12,561+255.2% | $10,804+313.0% | $12,316+262.2% |