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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 | $92,832 | $202,342-54.1% | $172,752-46.3% | $152,897-39.3% |
| Participation rate | 31.3% | 87.1%-55.8pp | 82.6%-51.4pp | 82.5%-51.2pp |
| Annual return | 10.12% | 1029.83%-1019.7pp | 802.97%-792.9pp | 345.43%-335.3pp |
| Employer contribution / active EE | $761 | $5,858-87.0% | $5,144-85.2% | $4,764-84.0% |
| Participant deferral / active EE | $2,617 | $5,948-56.0% | $5,198-49.6% | $5,851-55.3% |
| Admin fee / account holder | $309 | $17,111-98.2% | $13,955-97.8% | $11,599-97.3% |