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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 | $33,578 | $201,344-83.3% | $184,243-81.8% | $145,877-77.0% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 7.19% | 29.01%-21.8pp | 28.82%-21.6pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,101 | $7,022-84.3% | $6,427-82.9% | $4,663-76.4% |
| Participant deferral / active EE | $5,337 | $9,807-45.6% | $9,132-41.6% | $6,691-20.2% |
| Admin fee / account holder | $18,417 | $16,382+12.4% | $13,914+32.4% | $13,402+37.4% |