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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 | $56,435 | $198,457-71.6% | $170,435-66.9% | $147,586-61.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 7.97% | 257.30%-249.3pp | 205.94%-198.0pp | 578.59%-570.6pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,771 | $5,629+2.5% | $4,939+16.8% | $5,439+6.1% |
| Admin fee / account holder | $43,697 | $16,852+159.3% | $13,881+214.8% | $10,886+301.4% |