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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 | $43,857 | $108,911-59.7% | $100,392-56.3% | $145,884-69.9% |
| Participation rate | 25.0% | 83.0%-58.0pp | 81.5%-56.5pp | 80.3%-55.3pp |
| Annual return | 9.13% | 58.23%-49.1pp | 49.45%-40.3pp | 551.85%-542.7pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,550 | $8,459-34.4% | $8,090-31.4% | $6,690-17.0% |
| Admin fee / account holder | $7,006 | $9,698-27.8% | $7,904-11.4% | $13,392-47.7% |