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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 | $116,844 | $183,539-36.3% | $155,556-24.9% | $145,897-19.9% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 8.21% | 61.31%-53.1pp | 64.84%-56.6pp | 552.29%-544.1pp |
| Employer contribution / active EE | $689 | $5,315-87.0% | $4,675-85.3% | $4,663-85.2% |
| Participant deferral / active EE | $5,107 | $6,467-21.0% | $5,631-9.3% | $6,689-23.7% |
| Admin fee / account holder | $1,762 | $19,275-90.9% | $15,885-88.9% | $13,390-86.8% |