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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 | $139,137 | $202,342-31.2% | $172,753-19.5% | $152,909-9.0% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 10.28% | 1029.88%-1019.6pp | 803.00%-792.7pp | 345.46%-335.2pp |
| Employer contribution / active EE | $871 | $5,857-85.1% | $5,144-83.1% | $4,764-81.7% |
| Participant deferral / active EE | $5,065 | $5,948-14.8% | $5,198-2.6% | $5,851-13.4% |
| Admin fee / account holder | $1,059 | $17,112-93.8% | $13,956-92.4% | $11,601-90.9% |