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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 | $65,843 | $176,120-62.6% | $159,487-58.7% | $167,553-60.7% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 9.78% | 331.95%-322.2pp | 263.71%-253.9pp | 478.89%-469.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,026 | $7,752+3.5% | $7,354+9.1% | $6,343+26.5% |
| Admin fee / account holder | $1,709 | $12,561-86.4% | $10,804-84.2% | $12,316-86.1% |