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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 | $36,828 | $212,386-82.7% | $199,883-81.6% | $138,895-73.5% |
| Participation rate | 42.9% | 87.4%-44.5pp | 86.8%-43.9pp | 79.9%-37.1pp |
| Annual return | 7.41% | 47.75%-40.3pp | 43.81%-36.4pp | 145.39%-138.0pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,117 | $9,617-46.8% | $9,138-44.0% | $6,396-20.0% |
| Admin fee / account holder | $11,758 | $18,233-35.5% | $17,268-31.9% | $12,562-6.4% |