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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 | $140,713 | $183,516-23.3% | $155,534-9.5% | $145,884-3.5% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 1.52% | 61.43%-59.9pp | 64.92%-63.4pp | 551.85%-550.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,333 | $6,467+75.3% | $5,630+101.3% | $6,690+69.4% |
| Admin fee / account holder | $8,500 | $19,293-55.9% | $15,900-46.5% | $13,392-36.5% |