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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 | $32,546 | $209,336-84.5% | $197,124-83.5% | $137,256-76.3% |
| Participation rate | 45.5% | 87.3%-41.8pp | 86.7%-41.3pp | 80.0%-34.5pp |
| Annual return | 11.41% | 48.09%-36.7pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,124 | $6,591-83.0% | $6,227-82.0% | $4,156-73.0% |
| Participant deferral / active EE | $3,114 | $9,614-67.6% | $9,135-65.9% | $6,407-51.4% |
| Admin fee / account holder | $19,005 | $17,308+9.8% | $16,298+16.6% | $12,270+54.9% |