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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 | $136,559 | $154,228-11.5% | $145,433-6.1% | $137,256-0.5% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 8.78% | 74.59%-65.8pp | 66.58%-57.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,649 | $8,216-6.9% | $7,897-3.1% | $6,407+19.4% |
| Admin fee / account holder | $33,220 | $14,344+131.6% | $13,129+153.0% | $12,270+170.7% |