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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 | $145,840 | $176,794-17.5% | $146,647-0.5% | $167,553-13.0% |
| Participation rate | 69.2% | 83.6%-14.4pp | 80.1%-10.8pp | 82.1%-12.9pp |
| Annual return | 8.20% | 24.04%-15.8pp | 22.75%-14.6pp | 478.89%-470.7pp |
| Employer contribution / active EE | $940 | $5,161-81.8% | $4,137-77.3% | $4,840-80.6% |
| Participant deferral / active EE | $3,778 | $6,440-41.3% | $5,506-31.4% | $6,343-40.4% |
| Admin fee / account holder | $8,892 | $13,262-33.0% | $10,281-13.5% | $12,316-27.8% |