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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 | $97,238 | $97,751-0.5% | $103,431-6.0% | $145,978-33.4% |
| Participation rate | 25.0% | 81.1%-56.1pp | 80.5%-55.5pp | 80.3%-55.3pp |
| Annual return | 6.35% | 25.43%-19.1pp | 23.92%-17.6pp | 550.52%-544.2pp |
| Employer contribution / active EE | $916 | $4,684-80.4% | $4,678-80.4% | $4,662-80.3% |
| Participant deferral / active EE | $4,601 | $6,603-30.3% | $6,625-30.5% | $6,690-31.2% |
| Admin fee / account holder | $2,232 | $12,515-82.2% | $9,412-76.3% | $13,400-83.3% |