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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 | $95,229 | $217,432-56.2% | $185,849-48.8% | $167,536-43.2% |
| Participation rate | 30.0% | 86.1%-56.1pp | 81.7%-51.7pp | 82.1%-52.1pp |
| Annual return | 5.97% | 148.42%-142.4pp | 122.10%-116.1pp | 478.82%-472.8pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,448 | $6,357-30.0% | $5,569-20.1% | $6,342-29.9% |
| Admin fee / account holder | $96,744 | $19,818+388.2% | $16,244+495.6% | $12,315+685.6% |