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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 | $91,301 | $148,582-38.6% | $135,942-32.8% | $139,456-34.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 11.95% | 79.26%-67.3pp | 68.28%-56.3pp | 373.45%-361.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,409 | $8,101-57.9% | $7,759-56.1% | $6,711-49.2% |
| Admin fee / account holder | $22,850 | $12,402+84.2% | $10,764+112.3% | $11,407+100.3% |