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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 | $94,301 | $210,343-55.2% | $153,476-38.6% | $145,978-35.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 6.37% | 13.38%-7.0pp | 15.66%-9.3pp | 550.52%-544.2pp |
| Employer contribution / active EE | $1,100 | $6,047-81.8% | $5,038-78.2% | $4,662-76.4% |
| Participant deferral / active EE | $3,876 | $7,977-51.4% | $6,759-42.7% | $6,690-42.1% |
| Admin fee / account holder | $23,251 | $19,424+19.7% | $12,729+82.7% | $13,400+73.5% |