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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 | $97,765-0.5% | $103,486-6.0% | $145,884-33.3% |
| Participation rate | 25.0% | 81.1%-56.1pp | 80.5%-55.5pp | 80.3%-55.3pp |
| Annual return | 6.35% | 25.44%-19.1pp | 23.93%-17.6pp | 551.85%-545.5pp |
| Employer contribution / active EE | $916 | $4,687-80.5% | $4,679-80.4% | $4,662-80.3% |
| Participant deferral / active EE | $4,601 | $6,606-30.3% | $6,628-30.6% | $6,690-31.2% |
| Admin fee / account holder | $2,232 | $12,505-82.1% | $9,354-76.1% | $13,392-83.3% |