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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 | $42,870 | $202,342-78.8% | $172,753-75.2% | $152,909-72.0% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 3.80% | 1029.88%-1026.1pp | 803.00%-799.2pp | 345.46%-341.7pp |
| Employer contribution / active EE | $1,131 | $5,857-80.7% | $5,144-78.0% | $4,764-76.3% |
| Participant deferral / active EE | $4,080 | $5,948-31.4% | $5,198-21.5% | $5,851-30.3% |
| Admin fee / account holder | $1,758 | $17,112-89.7% | $13,956-87.4% | $11,601-84.8% |