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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 | $99,846 | $104,937-4.9% | $84,628+18.0% | $152,897-34.7% |
| Participation rate | 53.8% | 74.8%-21.0pp | 68.2%-14.4pp | 82.5%-28.6pp |
| Annual return | 4.19% | 373.88%-369.7pp | 258.80%-254.6pp | 345.43%-341.2pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,358 | $4,690-49.7% | $3,900-39.5% | $5,851-59.7% |
| Admin fee / account holder | $2,282 | $6,243-63.4% | $4,914-53.6% | $11,599-80.3% |