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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 | $99,089 | $183,539-46.0% | $155,556-36.3% | $145,897-32.1% |
| Participation rate | 31.3% | 82.7%-51.5pp | 78.2%-47.0pp | 80.3%-49.1pp |
| Annual return | 8.49% | 61.31%-52.8pp | 64.84%-56.3pp | 552.29%-543.8pp |
| Employer contribution / active EE | $877 | $5,315-83.5% | $4,675-81.2% | $4,663-81.2% |
| Participant deferral / active EE | $2,791 | $6,467-56.8% | $5,631-50.4% | $6,689-58.3% |
| Admin fee / account holder | $503 | $19,275-97.4% | $15,885-96.8% | $13,390-96.2% |