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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 | $164,732 | $166,131-0.8% | $164,975-0.1% | $145,877+12.9% |
| Participation rate | 69.6% | 82.0%-12.4pp | 78.6%-9.1pp | 80.3%-10.7pp |
| Annual return | 5.23% | 100.37%-95.1pp | 70.12%-64.9pp | 551.28%-546.1pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,681 | $6,962-61.5% | $6,033-55.6% | $6,691-59.9% |
| Admin fee / account holder | $1,237 | $16,648-92.6% | $12,688-90.3% | $13,402-90.8% |