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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 | $77,924 | $180,749-56.9% | $160,784-51.5% | $137,256-43.2% |
| Participation rate | 7.7% | 80.0%-72.3pp | 77.0%-69.3pp | 80.0%-72.3pp |
| Annual return | 7.56% | 2234.46%-2226.9pp | 1803.92%-1796.4pp | 220.34%-212.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,643 | $6,844-61.4% | $6,293-58.0% | $6,407-58.8% |
| Admin fee / account holder | $8,127 | $10,397-21.8% | $9,717-16.4% | $12,270-33.8% |