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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 | $164,568 | $165,381-0.5% | $149,730+9.9% | $158,966+3.5% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 7.10% | 348.29%-341.2pp | 276.70%-269.6pp | 302.95%-295.8pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,647 | $7,182-63.1% | $6,843-61.3% | $5,983-55.8% |
| Admin fee / account holder | $3,062 | $10,809-71.7% | $9,310-67.1% | $11,250-72.8% |