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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 | $168,487 | $185,312-9.1% | $161,489+4.3% | $154,746+8.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 7.15% | 103.84%-96.7pp | 89.72%-82.6pp | 172.34%-165.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,100 | $6,350-66.9% | $5,630-62.7% | $6,730-68.8% |
| Admin fee / account holder | $101,057 | $18,654+441.7% | $16,006+531.4% | $14,365+603.5% |