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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 | $71,485 | $90,489-21.0% | $76,051-6.0% | $145,978-51.0% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 8.18% | 622.78%-614.6pp | 360.42%-352.2pp | 550.52%-542.3pp |
| Employer contribution / active EE | $201 | $3,319-93.9% | $2,690-92.5% | $4,662-95.7% |
| Participant deferral / active EE | $2,216 | $5,164-57.1% | $4,257-47.9% | $6,690-66.9% |
| Admin fee / account holder | $1,287 | $8,374-84.6% | $6,416-79.9% | $13,400-90.4% |