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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 | $62,077 | $201,344-69.2% | $184,243-66.3% | $145,877-57.4% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 9.30% | 29.01%-19.7pp | 28.82%-19.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,138 | $9,807-57.8% | $9,132-54.7% | $6,691-38.2% |
| Admin fee / account holder | $3,913 | $16,382-76.1% | $13,914-71.9% | $13,402-70.8% |