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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 | $131,750 | $197,625-33.3% | $177,840-25.9% | $158,966-17.1% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 3.95% | 58.76%-54.8pp | 48.32%-44.4pp | 302.95%-299.0pp |
| Employer contribution / active EE | $1,435 | $6,698-78.6% | $5,919-75.8% | $4,762-69.9% |
| Participant deferral / active EE | $5,667 | $8,405-32.6% | $7,714-26.5% | $5,983-5.3% |
| Admin fee / account holder | $1,772 | $15,405-88.5% | $12,431-85.7% | $11,250-84.3% |