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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 | $77,788 | $162,136-52.0% | $152,301-48.9% | $154,746-49.7% |
| Participation rate | 36.8% | 84.1%-47.3pp | 82.4%-45.6pp | 80.7%-43.9pp |
| Annual return | 5.01% | 91.02%-86.0pp | 80.50%-75.5pp | 172.34%-167.3pp |
| Employer contribution / active EE | $847 | $4,890-82.7% | $4,624-81.7% | $4,379-80.6% |
| Participant deferral / active EE | $4,553 | $8,341-45.4% | $8,004-43.1% | $6,730-32.4% |
| Admin fee / account holder | $107,431 | $15,759+581.7% | $14,398+646.2% | $14,365+647.9% |