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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 | $101,994 | $129,737-21.4% | $119,126-14.4% | $154,746-34.1% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 5.27% | 379.08%-373.8pp | 282.11%-276.8pp | 172.34%-167.1pp |
| Employer contribution / active EE | $835 | $4,375-80.9% | $4,034-79.3% | $4,379-80.9% |
| Participant deferral / active EE | $3,820 | $5,842-34.6% | $5,318-28.2% | $6,730-43.2% |
| Admin fee / account holder | $16,541 | $11,961+38.3% | $10,693+54.7% | $14,365+15.1% |