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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 | $89,432 | $100,970-11.4% | $96,576-7.4% | $137,256-34.8% |
| Participation rate | 42.9% | 82.6%-39.8pp | 81.4%-38.6pp | 80.0%-37.1pp |
| Annual return | 11.94% | 38.16%-26.2pp | 38.47%-26.5pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,686 | $8,286-43.5% | $7,956-41.1% | $6,407-26.9% |
| Admin fee / account holder | $569 | $11,312-95.0% | $11,381-95.0% | $12,270-95.4% |