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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 | $99,679 | $183,592-45.7% | $155,574-35.9% | $145,877-31.7% |
| Participation rate | 15.0% | 82.7%-67.7pp | 78.2%-63.2pp | 80.3%-65.3pp |
| Annual return | 7.96% | 61.37%-53.4pp | 64.87%-56.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,436 | $6,466-46.9% | $5,629-39.0% | $6,691-48.6% |
| Admin fee / account holder | $596 | $19,316-96.9% | $15,914-96.3% | $13,402-95.6% |