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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 | $92,628 | $183,539-49.5% | $155,556-40.5% | $145,897-36.5% |
| Participation rate | 18.2% | 82.7%-64.5pp | 78.2%-60.0pp | 80.3%-62.1pp |
| Annual return | 7.15% | 61.31%-54.2pp | 64.84%-57.7pp | 552.29%-545.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,049 | $6,467-68.3% | $5,631-63.6% | $6,689-69.4% |
| Admin fee / account holder | $634 | $19,275-96.7% | $15,885-96.0% | $13,390-95.3% |