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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 | $109,449 | $180,749-39.4% | $160,784-31.9% | $137,256-20.3% |
| Participation rate | 23.8% | 80.0%-56.2pp | 77.0%-53.1pp | 80.0%-56.2pp |
| Annual return | 9.02% | 2234.46%-2225.4pp | 1803.92%-1794.9pp | 220.34%-211.3pp |
| Employer contribution / active EE | $112 | $4,155-97.3% | $3,733-97.0% | $4,156-97.3% |
| Participant deferral / active EE | $2,663 | $6,844-61.1% | $6,293-57.7% | $6,407-58.4% |
| Admin fee / account holder | $7,843 | $10,397-24.6% | $9,717-19.3% | $12,270-36.1% |