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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 | $69,798 | $209,405-66.7% | $178,486-60.9% | $158,931-56.1% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 4.73% | 188.77%-184.0pp | 151.08%-146.3pp | 302.86%-298.1pp |
| Employer contribution / active EE | $768 | $5,707-86.5% | $5,011-84.7% | $4,761-83.9% |
| Participant deferral / active EE | $7,067 | $5,954+18.7% | $5,202+35.9% | $5,982+18.1% |
| Admin fee / account holder | $456 | $17,076-97.3% | $13,985-96.7% | $11,247-95.9% |