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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 | $100,794 | $197,625-49.0% | $177,840-43.3% | $158,966-36.6% |
| Participation rate | 42.9% | 88.5%-45.7pp | 87.7%-44.9pp | 82.0%-39.1pp |
| Annual return | 3.32% | 58.76%-55.4pp | 48.32%-45.0pp | 302.95%-299.6pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,429 | $8,405-47.3% | $7,714-42.6% | $5,983-26.0% |
| Admin fee / account holder | $31,584 | $15,405+105.0% | $12,431+154.1% | $11,250+180.7% |