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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 | $142,978 | $183,539-22.1% | $155,556-8.1% | $145,897-2.0% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 7.98% | 61.31%-53.3pp | 64.84%-56.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $663 | $5,315-87.5% | $4,675-85.8% | $4,663-85.8% |
| Participant deferral / active EE | $5,215 | $6,467-19.4% | $5,631-7.4% | $6,689-22.0% |
| Admin fee / account holder | $1,118 | $19,275-94.2% | $15,885-93.0% | $13,390-91.7% |