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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 | $51,755 | $88,754-41.7% | $81,820-36.7% | $145,877-64.5% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 7.93% | 1031.77%-1023.8pp | 777.93%-770.0pp | 551.28%-543.4pp |
| Employer contribution / active EE | $246 | $3,085-92.0% | $2,915-91.6% | $4,663-94.7% |
| Participant deferral / active EE | $1,766 | $4,648-62.0% | $4,323-59.1% | $6,691-73.6% |
| Admin fee / account holder | $832 | $8,424-90.1% | $7,391-88.7% | $13,402-93.8% |