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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 | $93,844 | $156,398-40.0% | $147,318-36.3% | $138,895-32.4% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 11.09% | 78.75%-67.7pp | 70.43%-59.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $6 | $4,853-99.9% | $4,593-99.9% | $4,194-99.9% |
| Participant deferral / active EE | $7,328 | $8,237-11.0% | $7,906-7.3% | $6,396+14.6% |
| Admin fee / account holder | $14,872 | $14,976-0.7% | $13,708+8.5% | $12,562+18.4% |