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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 | $96,072 | $157,304-38.9% | $141,197-32.0% | $152,909-37.2% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 8.45% | 64.34%-55.9pp | 71.41%-63.0pp | 345.46%-337.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,259 | $7,111+72.4% | $6,710+82.7% | $5,851+109.5% |
| Admin fee / account holder | $12,639 | $12,126+4.2% | $10,265+23.1% | $11,601+9.0% |