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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 | $33,503 | $154,228-78.3% | $145,433-77.0% | $137,256-75.6% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 80.0%-15.7pp |
| Annual return | 9.96% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $681 | $4,804-85.8% | $4,554-85.1% | $4,156-83.6% |
| Participant deferral / active EE | $3,182 | $8,216-61.3% | $7,897-59.7% | $6,407-50.3% |
| Admin fee / account holder | $7,454 | $14,344-48.0% | $13,129-43.2% | $12,270-39.2% |