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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 | $72,145 | $209,422-65.6% | $178,503-59.6% | $158,982-54.6% |
| Participation rate | 25.0% | 86.4%-61.4pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 6.12% | 188.81%-182.7pp | 151.12%-145.0pp | 302.99%-296.9pp |
| Employer contribution / active EE | $74 | $5,707-98.7% | $5,011-98.5% | $4,763-98.5% |
| Participant deferral / active EE | $6,404 | $5,955+7.5% | $5,202+23.1% | $5,983+7.0% |
| Admin fee / account holder | $24,069 | $17,079+40.9% | $13,987+72.1% | $11,252+113.9% |