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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 | $27,437 | $183,539-85.1% | $155,556-82.4% | $145,897-81.2% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 5.50% | 61.31%-55.8pp | 64.84%-59.3pp | 552.29%-546.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,706 | $6,467+19.2% | $5,631+36.8% | $6,689+15.2% |
| Admin fee / account holder | $23,137 | $19,275+20.0% | $15,885+45.7% | $13,390+72.8% |