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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 | $150,904 | $165,361-8.7% | $149,715+0.8% | $158,950-5.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 3.15% | 348.24%-345.1pp | 276.66%-273.5pp | 302.91%-299.8pp |
| Employer contribution / active EE | $374 | $5,103-92.7% | $4,645-91.9% | $4,762-92.1% |
| Participant deferral / active EE | $3,740 | $7,182-47.9% | $6,842-45.3% | $5,983-37.5% |
| Admin fee / account holder | $110,553 | $10,808+922.9% | $9,310+1087.5% | $11,248+882.8% |