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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 | $32,626 | $162,136-79.9% | $152,301-78.6% | $154,746-78.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 10.85% | 91.02%-80.2pp | 80.50%-69.6pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,298 | $8,341-24.5% | $8,004-21.3% | $6,730-6.4% |
| Admin fee / account holder | $17,534 | $15,759+11.3% | $14,398+21.8% | $14,365+22.1% |