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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 | $105,195 | $185,856-43.4% | $170,028-38.1% | $139,456-24.6% |
| Participation rate | 42.9% | 87.8%-44.9pp | 87.0%-44.1pp | 80.3%-37.5pp |
| Annual return | 10.68% | 60.52%-49.8pp | 53.39%-42.7pp | 373.45%-362.8pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,876 | $11,623-66.7% | $10,409-62.8% | $6,711-42.3% |
| Admin fee / account holder | $9,590 | $15,387-37.7% | $12,820-25.2% | $11,407-15.9% |