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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 | $44,115 | $166,242-73.5% | $165,071-73.3% | $145,884-69.8% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.9pp |
| Annual return | 5.59% | 100.44%-94.9pp | 70.17%-64.6pp | 551.85%-546.3pp |
| Employer contribution / active EE | $537 | $5,283-89.8% | $4,347-87.6% | $4,662-88.5% |
| Participant deferral / active EE | $2,189 | $6,964-68.6% | $6,035-63.7% | $6,690-67.3% |
| Admin fee / account holder | $8,511 | $16,658-48.9% | $12,695-33.0% | $13,392-36.4% |